Financial Adviser
· MELBOURNE, VIC
James Matthew Phelan
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307965
James Matthew Phelan is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. James is currently authorised under Rask Licensing 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 Business (Financial Planning) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2023
Accredited Listed Product Adviser Program
Kaplan
2023
Bachelor of Business (Financial Planning)
University of South Australia
2024
Margin Lending Specialist
Kaplan
Registration History
This authorised representative is not authorised to give advice in Self Managed Superannuation Funds (SMSFs).
Source: ASIC Financial Advisers Register