Financial Adviser
· CAIRNS, QLD
James Wauch
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003261
James Wauch is a financial adviser based in Cairns, Queensland, with 20 years of experience in the financial services industry. James is currently authorised under Fyg Planners 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 Master of Applied Finance (Financial Planning Major) from Kaplan Higher Education Pty Limited. 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
2004
Bachelor of Business (Agricultural Commerce)
University of Sydney
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2013
Master of Applied Finance (Financial Planning Major)
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education