Financial Adviser
· MALVERN EAST, VIC
James Alistair Malkin
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271789
James Alistair Malkin is a financial adviser based in Malvern East, Victoria, with 8 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning 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 Bachelor of Commerce from The University of Melbourne. James is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
The University of Melbourne
2007
Chartered Accountant
Institute of Chartered Accountants of Australia
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register