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

Simon James

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000343586

Simon James is a financial adviser based in Port Adelaide, South Australia, with 14 years of experience in the financial services industry. Simon is currently authorised under Akumin Financial Planning Pty Limited. Simon 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 Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
SMSF Course
University of Adelaide
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2012 - 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