James O'brien
authorised
James O'brien is a financial adviser based in Docklands, Victoria, with 9 years of experience in the financial services industry. James is currently authorised under Actuate Alliance Services 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 Financial Planning from Kaplan Higher Education Pty Ltd. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Restrictions: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register