Financial Adviser
· MELBOURNE, VIC
James Lefebvre
No disciplinary history on record with ASIC
MELBOURNE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005477
About James Lefebvre
James Lefebvre is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. James is currently authorised under Jbwere. James holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor Degree from - University of Louisiana - Monroe.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
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
2004
Bachelor Degree
- University of Louisiana - Monroe
2018
Foreign Exchange Accreditation Program
Stockbrokers and Financial Advisers Association Limited
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register