Financial Adviser
· MELBOURNE, VIC
James Phillip Wright
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415958
James Phillip Wright is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. James is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. James holds authorisations to advise on managed investments, derivatives, deposit products and margin lending, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Commerce (Finance and Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Accredited Derivatives Adviser Level 1
Kaplan Higher Education Pty Ltd
2010
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2010
Margin Lending Accreditation Program
Deakin Prime
2010
Professional Diploma in Stockbroking
Deakin Prime
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd