Financial Adviser
· FRESHWATER, QLD
James Anthony Mousa
Disciplinary history on record
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000299532
James Anthony Mousa is a financial adviser based in Freshwater, Queensland, with 20 years of experience in the financial services industry. James is currently authorised under Synchron 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 Bachelor of Laws from James Cook University.
Disciplinary History
Type: Enforceable undertaking
Date: 09/11/2012 - 08/11/2014
Source: ASIC Financial Advisers Register
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
2007
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Bachelor of Laws
James Cook University
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Disciplinary action: Enforceable undertaking
Disciplinary action: Enforceable undertaking
A.C.N. 116 900 362 LIMITED
Disciplinary action: Enforceable undertaking
Source: ASIC Financial Advisers Register