Financial Adviser
· NUNAWADING, VIC
James Hamilton Tate
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300939
James Hamilton Tate is a financial adviser based in Nunawading, Victoria, with 3 years of experience in the financial services industry. James is currently authorised under Advocate Advisory Pty. Ltd.. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Professional