Financial Adviser
· MELBOURNE, VIC
James Leigh Vandeloo
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311965
James Leigh Vandeloo is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. James is currently authorised under Lifewealth 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 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
2003
Bachelor of Business
Victoria University
2006
Advanced Diploma of Financial Planning
Tribeca Learning (Aust) Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Professional
2017
Certified Financial Planner
Financial Planning Association of Australia
2021
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education