Financial Adviser · ELTHAM, VIC

James Sefton

29 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000236025

James Sefton is a financial adviser based in Eltham, Victoria, with 29 years of experience in the financial services industry. James is currently authorised under Alliance Wealth 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). James holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). James is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice in SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Alliance Wealth Pty Ltd

Dec 2020 - Present Current

Not authorised to provide advice in SMSF

Charter Financial Planning Limited

Dec 2011 - Dec 2020 Ceased

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

CS HERITAGE SECURITIES LTD

Jul 2008 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register