Financial Adviser
· TAMWORTH, NSW
James Douglas Mcmaster
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282122
James Douglas Mcmaster is a financial adviser based in Tamworth, New South Wales, with 22 years of experience in the financial services industry. James is currently authorised under Catalpa Pty Ltd. James 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 FPA. James 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Financial Administration
University of New England
2010
Certified Financial Planner
FPA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher education Pty Ltd
Registration History
You are authorised to perform the following taksDeposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit ProductsLife Products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;Interest in Managed Investment Schemes including investor directed portfolio services;Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997);Superannuation and associated retirement products
Source: ASIC Financial Advisers Register