Financial Adviser
· BRIGHTON, VIC
James Blair Thackray
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000419571
James Blair Thackray is a financial adviser based in Brighton, Victoria, with 14 years of experience in the financial services industry. James is currently authorised under Morgans Financial 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 and Entrepreneurship from Victoria 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
2010
RG146
RG146 Training Australia
2011
Bachelor of Business and Entrepreneurship
Victoria University
2013
924 Superannuation and Skills
Kaplan
2017
Tier 1 Life Insurance
Kaplan
2020
Ethics and Professional Relationships
Ethics - QUT
2025
Tax for Financial Advising
Kaplan Professional