Financial Adviser
· STONES CORNER, QLD
James Patrick Gordon
No disciplinary history on record with ASIC
STONES CORNER,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270109
Practice
Stones Corner, QLD (practice address on ASIC register)
Licensed through HKS Group Licensee
About James Patrick Gordon
James Patrick Gordon is a financial adviser based in Stones Corner, Queensland, with 8 years of experience in the financial services industry since 2018. James works at HKS Financial Planning, which is licensed through Hks Group Licensee. 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 (Finance) 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Higher Education
2019
Bachelor of Business (Finance)
Queensland University of Technology
2020
Graduate Diploma in Financial Planning
University of New England
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register