Financial Adviser
· BRISBANE, QLD
James Bristow
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441523
James Bristow is a financial adviser based in Brisbane, Queensland, with 16 years of experience in the financial services industry. James is currently authorised under Ord Minnett 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 Master of Applied Finance (Financial Planning) from Kaplan. James is a member of Tax Practitioners Board.
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
2009
Post Graduate Diploma in Applied Finance
Kaplan
2011
RG 146 Margin Lending Accreditation
Kaplan
2013
Master of Applied Finance (Financial Planning)
Kaplan
2014
ADA Level 1
Kaplan
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register