Financial Adviser
· UPPER MOUNT GRAVATT, QLD
James Larwill
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245948
Practice
Upper Mount Gravatt, QLD (practice address on ASIC register)
Licensed through Life Path Financial Planning
About James Larwill
James Larwill is a financial adviser based in Upper Mount Gravatt, Queensland, with 10 years of experience in the financial services industry since 2016. James works at Life Path Financial Solutions, which is licensed through Life Path Financial Planning. 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 from Queensland University of Technology. 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
2014
Bachelor of Business
Queensland University of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register