Financial Adviser
· MELBOURNE, VIC
James Thomson Lake
No disciplinary history on record with ASIC
MELBOURNE,
VIC
ASIC Registered · ADV 001321339
James Thomson Lake is a financial adviser based in Melbourne, Victoria. James is currently authorised under Morgans Financial Limited, operating through Morgans Financial. James holds authorisations to advise on superannuation, managed investments, securities and deposit products. James holds a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2022
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology