Financial Adviser
· UNLEY, SA
James Benedict Herriman
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297919
James Benedict Herriman is a financial adviser based in Unley, South Australia, with 20 years of experience in the financial services industry. James is currently authorised under Ri Advice Group 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business (Banking & Finance)
University of South Australia
2005
Graduate Certificate in Applied Finance & Investment
Securities Institute
2006
Graduate Diploma in Financial Planning
Securities Institute
2010
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
Margin Lending & Geared Investments Adviser Accreditation
Kaplan
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register