Financial Adviser
· ADELAIDE, SA
James Inglis
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005163
James Inglis is a financial adviser based in Adelaide, South Australia, with 19 years of experience in the financial services industry. James is currently authorised under Adelaide Wealth Management (Aust) 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 of Business from University of South Australia.
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
1999
Bachelor of Business
University of South Australia
2004
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2009
Graduate Certificate in Applied Finance
Kaplan Professional Education