Financial Adviser
· WAYVILLE, SA
Michael Paul Ian James
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001728
Michael Paul Ian James is a financial adviser based in Wayville, South Australia, with 25 years of experience in the financial services industry. Michael is currently authorised under Oreana Financial Services Pty Ltd. Michael 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 of Australia (FPA). Michael 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Degree of Bachelor Of Arts
University of Liverpool
2001
Diploma of Financial Planning
Deakin University, FPA
2003
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2003
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional