Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWOOD, SA

James Panveliwala

31 Years experience
Tax advice
authorised
Currently at
Infocus Securities Australia Pty Ltd
Maroochydore, QLD
View firm profile
ASIC Registered · ADV 000260825

James Panveliwala is a financial adviser based in Norwood, South Australia, with 31 years of experience in the financial services industry. James is currently authorised under Infocus Securities Australia 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 Entry Level Competencies from Tribeca. 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

Restrictions: Direct Equities - excludes direct equity advice

Authorised to provide tax financial advice services

Qualifications and Training

2001
Entry Level Competencies
Tribeca
2001
Risk Management
Tribeca
2002
Investment Planning 1
Financial Planning Association
2002
Superannuation and Retirement Planning
Tribeca
2011
Margin Lending and Geared Investments
Kaplan

Registration History

Infocus Securities Australia Pty Ltd
Jul 2008 - Present Current
Direct Equities - excludes direct equity advice

Source: ASIC Financial Advisers Register