Financial Adviser · PORT ADELAIDE, SA

David Stewart James

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000248560

David Stewart James is a financial adviser based in Port Adelaide, South Australia, with 27 years of experience in the financial services industry. David is currently authorised under Akumin Financial Planning Pty Limited. David 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 Graduate Diploma of Applied Finance and Investment from Securities Institute.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Markets

Securities Institute

2003

Graduate Diploma of Applied Finance and Investment

Securities Institute

2008

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Certificate IV Financial Services (Finance/Mortgage Broking)

Kaplan Higher Education Pty Limited

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

Kaplan Higher Education Pty Limited

2012

Margin Lending

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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

Source: ASIC Financial Advisers Register