Financial Adviser · SMITHTON, TAS

James Stephen Kremneff

SMITHTON, TAS

New Adviser

Tax advice
authorised

ASIC Registered · ADV 001304969

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About James Stephen Kremneff

James Stephen Kremneff is a financial adviser based in Smithton, Tasmania. James is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds 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 Deposit Products Government Bonds

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

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Fyg Planners Pty Ltd

Oct 2025 - Jun 2026 Ceased

Infocus Securities Australia Pty Ltd

Aug 2023 - Aug 2024 Ceased

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Source: ASIC Financial Advisers Register