Financial Adviser
· SHEPPARTON, VIC
James Robinson
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268524
About James Robinson
James Robinson is a financial adviser based in Shepparton, Victoria, with 8 years of experience in the financial services industry since 2018. James is currently authorised under GPS Wealth. 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 Bachelor of Business (Accounting) from La Trobe University. James is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business (Accounting)
La Trobe University
2018
Graduate Certificate of Financial Planning
Deakin University
2019
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2019
SMSF Association Specialist Accreditation Program
SMSF Association
2019
Tier 1 Life Insurance Personal Advice
Kaplan Professional
2025
Client Engagement Skills (FPC007B)
Behavioural Finance - Kaplan Professional
2025
Ethics & Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
Registration History
Not authorised to advise on margin lending strategies
Source: ASIC Financial Advisers Register