Financial Adviser
· MELBOURNE, VIC
James Lindberg
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000454673
James Lindberg is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. James is currently authorised under Evans And Partners Pty. Ltd.. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and Finance) from Victoria University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
BLO1105
Other - Victoria University
2011
Bachelor of Business (Banking and Finance)
Victoria University
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
TFA Tax for Financial Advising
Kaplan Professional
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register