Financial Adviser · SURFERS PARADISE, QLD

James Ridley

11 Years experience
Tax advice
authorised
Currently at
Surfers Paradise, QLD
ASIC Registered · ADV 001235329

James Ridley is a financial adviser based in Surfers Paradise, Queensland, with 11 years of experience in the financial services industry. James is currently authorised under Atlas Wealth Group Pty Ltd. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University. James is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Commerce
Griffith University
2016
Advanced Diploma of Financial Planning
Monarch Institute
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Exam
FASEA

Registration History

Nov 2024 - Present Current
ATLAS WEALTH MANAGEMENT PTY LTD
Oct 2017 - Dec 2024 Ceased
Sep 2016 - Oct 2017 Ceased
PROFESSIONAL REPRESENTATIVES PTY LTD
Sep 2015 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register