Financial Adviser
· HAWTHORN EAST, VIC
James Peter Pastellas
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246534
James Peter Pastellas is a financial adviser based in Hawthorn East, Victoria, with 38 years of experience in the financial services industry. James is currently authorised under Accru Wealth Management 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 Certified Financial Planner from Financial Planning Association of Australia. James is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1981
Bachelor of Commerce
University of Queensland
1994
Masters of Business
Queensland University of Technology (QUT)
2000
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional