Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

James Dimos

29 Years experience
Tax advice
authorised
Currently at
Viridian Advisory Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000308852

James Dimos is a financial adviser based in Melbourne, Victoria, with 29 years of experience in the financial services industry. James is currently authorised under Viridian Advisory 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 CFP - Certified Financial Planner (FPA), CPA Australia (CPA) 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

1994
Bachelor of Business
Victoria University of Technology
1998
Master of Business (Accounting and Finance)
Victoria University
2002
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2005
Certified Financial Planner
Financial Planning Association of Australia
2007
ASX Accredited listed Product Adviser
FINSIA
2007
Self Managed Superannuation Funds
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Viridian Advisory Pty Ltd
Jun 2019 - Present Current
Viridian Advisory Pty Ltd
Nov 2017 - Jun 2019 Ceased
MAGNITUDE GROUP PTY LTD
May 2015 - Nov 2017 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Dec 2006 - May 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register