Financial Adviser
· SOUTH YARRA, VIC
James Robinson
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268524
James Robinson is a financial adviser based in South Yarra, Victoria, with 8 years of experience in the financial services industry. James is currently authorised under Millennium 3 Financial Services 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). Their 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
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
Kaplan Education Pty Ltd
2019
SMSF Specialist Advisor Program
SMSF Association Ltd
2019
Tier 1 Life Insurance
Other - Kaplan Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
Registration History
Not authorised to advise on margin lending strategies
Source: ASIC Financial Advisers Register