Financial Adviser · BRISBANE, QLD

James Morrell Hand

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260507

James Morrell Hand is a financial adviser based in Brisbane, Queensland, with 32 years of experience in the financial services industry. James is currently authorised under Fitzpatricks Private Wealth 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1998
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2015 - Present Current
Feb 2011 - Jan 2015 Ceased
Mar 2010 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register