Financial Adviser
· MACKAY, QLD
James Newton Wortley
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311228
James Newton Wortley is a financial adviser based in Mackay, Queensland, with 28 years of experience in the financial services industry. James is currently authorised under Enlightened Financial Solutions 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 4 Unit CFP from FAAA. 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
1994
Bachelor of Business (Accounting)
CQ University
2001
8 Unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2003
4 Unit CFP
FAAA
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register