Financial Adviser · DOCKLANDS, VIC

James Silverstein

DOCKLANDS, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006300

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About James Silverstein

James Silverstein is a financial adviser based in Docklands, Victoria, with 17 years of experience in the financial services industry since 2009. James is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's 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