Financial Adviser · BRISBANE CITY, QLD

James Devereux

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008795

James Devereux is a financial adviser based in Brisbane City, Queensland, with 12 years of experience in the financial services industry. James is currently authorised under Vincents Advisory 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 Arts (Industrial Design (Product)) from University of Central England in Birmingham, United Kingdom.

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

1997
Bachelor of Arts (Design and Technology)
University of Leeds, United Kingdom
2000
Master of Arts (Industrial Design (Product))
University of Central England in Birmingham, United Kingdom
2014
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Education Pty Ltd

Registration History

Jun 2024 - Present Current
Nov 2021 - Jun 2024 Ceased
Oct 2020 - Nov 2021 Ceased
Oct 2014 - Jul 2020 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register