Financial Adviser
· BRISBANE CITY, QLD
James O'kane
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252052
James O'kane is a financial adviser based in Brisbane City, Queensland, with 38 years of experience in the financial services industry. James is currently authorised under Shaw And Partners Limited. 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 Graduate Diploma Business Management from Edith Cowan University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Graduate Diploma Business Management
Edith Cowan University
2008
Accredited Derivatives Adviser
Kaplan Higher Education Pty Limited
2011
Margin Lending Accreditation Program
Deakin Prime/ Stockbrokers Association of Australia
2014
Foundations of Financial Planning Part A: General Knowledge
Kaplan Higher Education Pty Limited
2015
Foundations of Financial Planning Part B: Financial Planning
Kaplan Higher Education Pty Limited
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register