Financial Adviser
· ROCKHAMPTON CITY, QLD
James Farrell
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420275
James Farrell is a financial adviser based in Rockhampton City, Queensland, with 16 years of experience in the financial services industry. James is currently authorised under Afta 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. 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
2010
Advanced Diploma
- Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited