Financial Adviser
· TOOWOOMBA, QLD
James Garth Macnish
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272868
James Garth Macnish is a financial adviser based in Toowoomba, Queensland, with 8 years of experience in the financial services industry. James is currently authorised under Viridian Advisory 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 Master of Finance and Banking from Swinburne University. 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
2006
Bachelor of Commerce
University of New England
2006
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2015
Master of Finance and Banking
Swinburne University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
SMSF Regulations and Taxation
Kaplan Education Pty Limited
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction. Supervises and/or administers the provision of personal financial advice of ANZ representatives who provide advice on the relevant financial products only.
Source: ASIC Financial Advisers Register