Financial Adviser
· FERNY HILLS, QLD
James Nathan Petterson
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000418305
James Nathan Petterson is a financial adviser based in Ferny Hills, Queensland, with 14 years of experience in the financial services industry. James is currently authorised under Cobalt Advisers 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 Bachelor of Business (Finance) from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Finance)
Charles Sturt University
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology (IIT)
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan
2014
Margin Lending and Geared Investments
Kaplan
2025
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
ACN 130 288 578 PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register