Financial Adviser
· SYDNEY, NSW
Vivienne Jane James
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336224
Vivienne Jane James is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Vivienne is currently authorised under Oreana Financial Services Pty Ltd. Vivienne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Vivienne is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1980
Bachelor of Arts (Economics)
University of Canberra
1994
Diploma of Financial Planning (Financial Services)
Deakin University
2003
Certified Financial Planner
Financial Planning Association of Australia Limited
Registration History
Source: ASIC Financial Advisers Register