Financial Adviser
· BUNDALL, QLD
James Lonergan
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296603
James Lonergan is a financial adviser based in Bundall, Queensland, with 22 years of experience in the financial services industry. James is currently authorised under Ia Advice 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 Certified Financial Planner from Financial Advice Association Australian. James is a member of CFP - Certified Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2011
Graduate Diploma in Applied Finance (Financial Planning)
Kaplan Professional
2012
Certified Financial Planner
Financial Advice Association Australian
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide International Centre for Financial Services
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register