Financial Adviser
· WOLLONGONG, NSW
James Douglas Brien
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271203
James Douglas Brien is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry. James is currently authorised under Consultum Financial Advisers 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 Commerce (Finance Management) from University of Wollongong. 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
2013
Bachelor Commerce (Finance Management)
University of Wollongong
2015
Diploma Financial Planning FNS50611
International Institute of Technology
2017
Advanced Diploma Financial Planning FNS60415
Kaplan Professional Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GWM ADVISER SERVICES PTY LTD
Advice on superannuation excludes self managed super funds
Source: ASIC Financial Advisers Register