Financial Adviser · BALAKLAVA, SA

James Rundle

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000364503

James Rundle is a financial adviser based in Balaklava, South Australia, with 16 years of experience in the financial services industry. James is currently authorised under Psk Advisory Services 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 Diploma of Financial Services (Financial Planning) from RG146 Training Australia Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

RG146 Training Australia Pty Ltd

2022

MAI769 Ethics for Financial Services

Ethics - Deakin University

2025

TASACL Commerial Law

Kaplan Professional

2025

TFA Tax for Financial Advising

Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

Mar 2025 - Present Current

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Aug 2012 - May 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jul 2010 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register