Financial Adviser
· MALVERN, VIC
James Scott Mansfield
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236687
James Scott Mansfield is a financial adviser based in Malvern, Victoria, with 34 years of experience in the financial services industry. James is currently authorised under Jsm 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 FPA. James is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1992
NAFM Financial Planning Accreditation
Securities Institute of Australia
1998
Certified Financial Planner
FPA
1998
Diploma of Financial Planning
Deakin University/FPA
2006
SMSF Specialist Adviser
SMSF Association
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register