Financial Adviser
· MELBOURNE, VIC
James Grixti
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298430
James Grixti is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. James is currently authorised under First Financial 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 Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Margin Lending and Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
Deakin University
2019
MLC101 Business Law
Deakin University
2019
MLC301 Principals of income tax law
Deakin University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional