Financial Adviser · MELBOURNE, VIC

James Brynley Rowland

1 Years experience
Tax advice
authorised
Currently at
Melbourne, VIC
ASIC Registered · ADV 001309264

James Brynley Rowland is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. James is currently authorised under Jbwere Ltd. James holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Economics and Finance) (Applied) from RMIT University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Business (Economics and Finance) (Applied)
RMIT University
2023
Bachelor of Business (Financial Planning)
RMIT University

Registration History

May 2024 - Present Current
Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register