Financial Adviser
· HOBART, TAS
James Robert Padgett
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301230
James Robert Padgett is a financial adviser based in Hobart, Tasmania, with 3 years of experience in the financial services industry. James is currently authorised under Paragem Pty 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 Bachelor of Business (Finance) from University of Tasmania.
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
2020
Bachelor of Business (Finance)
University of Tasmania
2020
Bachelor of Laws
University of Tasmania
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education
Registration History
Superannuation excludes Self Managed Super Funds
Source: ASIC Financial Advisers Register