Financial Adviser
· DOCKLANDS, VIC
Alison James
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303038
Licensee
Docklands, VIC (licence address on ASIC register)
About Alison James
Alison James is a financial adviser based in Docklands, Victoria, with 3 years of experience in the financial services industry since 2023. Alison is currently authorised under Pitcher Partners Investment Services. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison holds a Masters of Financial Planning from Kaplan Professional. Alison is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2023
Masters of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register