Financial Adviser
· MELBOURNE, VIC
James Edward Dudley
No disciplinary history on record with ASIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230568
James Edward Dudley is a financial adviser based in Melbourne, Victoria, with 34 years of experience in the financial services industry. James is currently authorised under Security National Financial Services 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). James holds a Diploma of Financial Planning from RMIT University. James is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning
RMIT University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PRIMEPLAN SECURITIES PTY LTD
Source: ASIC Financial Advisers Register