Financial Adviser
· WARNERS BAY, NSW
James Paul Dykes
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241537
James Paul Dykes is a financial adviser based in Warners Bay, New South Wales, with 10 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning 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 Master of Financial Planning from Kaplan. 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
2015
Advanced Diploma of Financial Planning
Mentor Education
2015
Diploma of Financial Planning
Kaplan Professional
2016
Graduate Certificate in Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Master of Financial Planning
Kaplan
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register