Financial Adviser
· PALMWOODS, QLD
James Flannery
No disciplinary history on record with ASIC
PALMWOODS,
QLD
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305935
James Flannery is a financial adviser based in Palmwoods, Queensland, with 1 year of experience in the financial services industry since 2025. James is currently authorised under Insight Investment Partners. 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 Commerce (Financial Planning) from Univsersity of Sunshine Coast.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor Of Commerce (Financial Planning)
Univsersity of Sunshine Coast
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
SMSF Regulation and Taxation Course
Kaplan Higher Education
Registration History
Deposit and payment products limited to basic deposit products and deposit products other than basic deposit products
Source: ASIC Financial Advisers Register