Financial Adviser
· BRISBANE, QLD
James Warwick Lawrence
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307422
James Warwick Lawrence is a financial adviser based in Brisbane, Queensland, with 20 years of experience in the financial services industry. James is currently authorised under Morgans Financial Limited. James holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts (Honours Class 1) International Relations from University of Queensland. James is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Arts (Honours Class 1) International Relations
University of Queensland
2009
Graduate Diploma in Applied Finance
FINSIA
2020
Ethics and Professional Relationships
Ethics - QUT
2025
Tax for Financial Advising
Kaplan Professional