Financial Adviser
· ALTONA, VIC
James Weir
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007546
James Weir is a financial adviser based in Altona, Victoria, with 11 years of experience in the financial services industry. James is currently authorised under Sentry Advice 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 Bachelor of Agricultural Sciences from La Trobe University.
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
2014
Bachelor of Agricultural Sciences
La Trobe University
2014
Bachelor of Business
LaTrobe University
2016
Self Managed Superannuation Funds
Kaplan
2017
Provide advice in Securitie
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
ACN 130 288 578 PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register