Data sourced from ASIC Financial Advisers Register
Financial Adviser · PORT ADELAIDE, SA

Jason Macintyre James

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001263543

Jason Macintyre James is a financial adviser based in Port Adelaide, South Australia, with 8 years of experience in the financial services industry. Jason is currently authorised under Akumin Financial Planning Pty Limited. Jason 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 Economics from University of Adelaide.

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 all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Economics
University of Adelaide
2012
Bachelor of Finance
University of Adelaide
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
SuperConcepts Specialist SMSF Course
University of Adelaide
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2018 - 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