Financial Adviser
· WARILLA, NSW
James Gordon Johnstone
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302528
James Gordon Johnstone is a financial adviser based in Warilla, New South Wales, with 3 years of experience in the financial services industry. James is currently authorised under Smart Financial Capital 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 Bachelor of Commerce (Accountancy & Finance) from The University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Accountancy & Finance)
The University of Wollongong
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Margin Lending Specialist
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register