Financial Adviser
· MOOLOOLABA, QLD
James Kidd
No disciplinary history on record with ASIC
MOOLOOLABA,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231823
James Kidd is a financial adviser based in Mooloolaba, Queensland, with 24 years of experience in the financial services industry since 2002. James is currently authorised under Eko Financial. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Business from University of Sunshine Coast.
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
2002
Bachelor of Business
University of Sunshine Coast
2005
Graduate Diploma in Financial Planning
University of Sunshine Coast
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education