Financial Adviser · MELBOURNE, VIC

James Kristofer Svedic

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001310590

James Kristofer Svedic is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry. James is currently authorised under Aware Financial Services Australia Limited. James holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from RMIT University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2018
MLC101 Law for Commerce
Deakin University
2020
BLW32 Introduction to Australian Tax Law
Curtin University (Open Universities of Australia)
2022
Bachelor of Business (Financial Planning)
RMIT University

Registration History

Jul 2024 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Source: ASIC Financial Advisers Register