Financial Adviser · MILTON, QLD

James Farmer

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001306643

James Farmer is a financial adviser based in Milton, Queensland, with 2 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning 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 (Accountancy) from Queensland University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2022

Graduate Diploma in Business (Financial Planning)

Queensland University of Technology

2023

Bachelor of Business (Accountancy)

Queensland University of Technology

Registration History

Lifespan Financial Planning Pty Ltd

Aug 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Madison Financial Group Pty Ltd

Nov 2023 - Aug 2024 Ceased

Superannuation Advice excludes SMSFs

Source: ASIC Financial Advisers Register