Financial Adviser
· COOLANGATTA, QLD
David James
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316049
David James is a financial adviser based in Coolangatta, Queensland, with 19 years of experience in the financial services industry. David is currently authorised under Coastal Financial Services Pty Ltd. David 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 Bachelor of International Finance from Griffith University.
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
2005
Bachelor of International Finance
Griffith University
2006
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2009
Advanced Diploma Financial Services (Financial Planning) FNS60404
Kaplan Australia
2011
RG146 Margin Lending
MLC ThreeSixty