Financial Adviser
· HOBART, TAS
James Alistair Mcculloch
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003052
James Alistair Mcculloch is a financial adviser based in Hobart, Tasmania, with 15 years of experience in the financial services industry. James is currently authorised under Shadforth Financial Group Limited. 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 of Australia (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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce and Bachelor of Law
University of Tasmania
2012
Graduate Diploma of Applied Finance
Kaplan Education Pty Ltd
2013
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2014
Life Risk Specialist
Financial Planning Association of Australia (FPA)