Financial Adviser
· KINGS PARK, SA
James Barger-bos
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310095
James Barger-bos is a financial adviser based in Kings Park, South Australia, with 19 years of experience in the financial services industry. James is currently authorised under Finance Wise Global Securities Pty Ltd. James holds authorisations to advise on superannuation, life insurance investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Accountancy from UniSA. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Accountancy
UniSA
2004
Bachelor of Management
UniSA
2010
Diploma of Fincial Services
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
2011
Diploma of Financial Services
Intellitrain
Registration History
Source: ASIC Financial Advisers Register