Financial Adviser
· BRISBANE, QLD
James Bernard Marshall
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244040
James Bernard Marshall is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry. James is currently authorised under Fortnum Private Wealth 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 Certified Financial Planner from FPA. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business
Queensland University of Technology
2011
Margin Lending Accreditation
Financial Essentials
2014
Master of Applied Finance
Charles Stuart University
2017
Certified Financial Planner
FPA
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education