Financial Adviser
· ADELAIDE, SA
James Francis Barratt
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260797
James Francis Barratt is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. James is currently authorised under Mbfs 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 Bachelor Od Education from Sa College of Advacced Education. 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
1989
Bachelor Od Education
Sa College of Advacced Education
2012
Advanced Diploma of Financial Services
KAPLAN
2019
Ethics
Ethics - Kaplan