Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

James Robert Esselmont

MELBOURNE, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315436
Licensee
Shadforth Financial Group Limited
Sydney, NSW (licence address on ASIC register)
View licensee

About James Robert Esselmont

James Robert Esselmont is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. James works at Shadforth Financial Group, which is licensed through Shadforth Financial Group Limited. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia Limited. 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

1996
Bachelor of Economics
Monash University
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2004
Master of Business Administration
Royal Melbourne Institute of Technology
2006
Diploma of Financial Services (Financial Planning) FNS50804
Tribeca Learning (Aust) Pty Limited
2007
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Tribeca Learning (Aust) Pty Limited
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia Limited
2009
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2019
FPC002B
Bridging Course - Ethics - Kaplan Education Pty Ltd

Registration History

Shadforth Financial Group Limited
Oct 2025 - Present Current
Consultum Financial Advisers Pty Ltd
Jul 2016 - Sep 2025 Ceased
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
May 2012 - Jul 2016 Ceased
Shadforth Financial Group Limited
Jun 2007 - May 2012 Ceased

Source: ASIC Financial Advisers Register