Financial Adviser
· MELBOURNE, VIC
Ryan James
No disciplinary history on record with ASIC
MELBOURNE,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294629
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Alliance Wealth
About Ryan James
Ryan James is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Ryan works at Sonder Advisory Group, which is licensed through Alliance Wealth. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Bachelor of Commerce (Finance) from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Finance)
La Trobe University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2021
Self Managed Superannuation Funds Course (FPE016)
Kaplan Higher Education
2022
Margin Lending Specialist Course
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register