Financial Adviser
· BIRTINYA, QLD
Jy James Duffy
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298761
Jy James Duffy is a financial adviser based in Birtinya, Queensland, with 3 years of experience in the financial services industry. Jy is currently authorised under Lifestyle Asset Management Pty Ltd. Jy 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 from Griffith University. Jy 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce
Griffith University
2022
FASEA
ASIC
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
*MDA Services are restricted under supervision of David Bannister, representative and Principal, SIRA Group Pty Ltd AFSL 278423, until 18 January 2025.
Source: ASIC Financial Advisers Register