Financial Adviser
· MELBOURNE, VIC
James Phillip Aris
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263822
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Endeavor Asset Management
About James Phillip Aris
James Phillip Aris is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. James works at Ffa FP, which is licensed through Endeavor Asset Management. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Commerce from Bond University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
Bond University
2017
ADVANCED DIPLOMA OF FINANCIAL PLANNING
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
KAPLAN
2020
Self Managed Superannuation Funds
KAPLAN
Registration History
Government Debentures, Stocks or Bonds - Class of Product Only;
WEALTH TRAIL PTY LTD
Government Debentures, stocks of bonds and Securities - Class of Product advice only...
Source: ASIC Financial Advisers Register