Financial Adviser
· VARSITY LAKES, QLD
James Sali
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233755
James Sali is a financial adviser based in Varsity Lakes, Queensland, with 11 years of experience in the financial services industry. James is currently authorised under Sgn Financial 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Financial Planning)
Griffith University
2018
Certified Financial Planner
Financial Planning Association of Australia
2018
self managed superannuation funds
kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Superannuation excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register