Financial Adviser
· BALLARAT CENTRAL, VIC
James Mitchell
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271228
James Mitchell is a financial adviser based in Ballarat Central, Victoria, with 8 years of experience in the financial services industry. James is currently authorised under Beryllium Advisers 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 Master of Business Administration from RMIT 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 Business
La Trobe University
2016
Master of Business Administration
RMIT University
2017
Diploma of Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Excluding SMSF & LRBA's
Excluding SMSF & LRBA's
Excluding SMSF & LRBA's
Excluding SMSF & LRBA's
WEALTH TRAIL PTY LTD
Superannuation excludes Self Managed Super Funds (SMSF); Government Debentures, Stocks or Bonds and Securities - Class of Product Only
UNITED GLOBAL CAPITAL PTY LTD
Source: ASIC Financial Advisers Register