Data sourced from ASIC Financial Advisers Register
Financial Adviser · DOCKLANDS, VIC

James Silverstein

17 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001006300

James Silverstein is a financial adviser based in Docklands, Victoria, with 17 years of experience in the financial services industry. James is currently authorised under Charter Financial Planning 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 (Banking & Finance) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Business (Banking & Finance)
Monash University
2005
Bachelor of Business (Law)
Monash University
2008
Graduate Certificate in Financial Planning
Finsia
2010
Graduate Diploma of Applied Finance (Financial Planning major)
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
SMSF Course
University of Adelaide
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Psk Advisory Services Pty Ltd
Jul 2014 - Nov 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TOTAL SUPER SOLUTIONS PTY. LTD.
Jul 2014 - Nov 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register