Financial Adviser
· MOUNT SHERIDAN, QLD
James Andrew Staples
No disciplinary history on record with ASIC
20
Years experience
ASIC Registered · ADV 000303657
James Andrew Staples is a financial adviser based in Mount Sheridan, Queensland, with 20 years of experience in the financial services industry. James is currently authorised under Independent Capital Advisers Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Masters of Business Administration from University of Western Australia. James is a member of Credit & Investment Ombudsman, Mortgage & Finance Association of Australia and Taxation Practitioners Board.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1987
Bachelor of Business
Edith Cowen University
1996
Masters of Business Administration
University of Western Australia
2012
Diploma of Finance (Mortgage Broking)
Plan Connect
2012
Diploma of Finance (Specialised)
Pinnacle
2012
Diploma of Financial Services (Financial Planning)
Pinnacle