Financial Adviser
· SURREY HILLS, VIC
James Anthony Mcfall
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263321
James Anthony Mcfall is a financial adviser based in Surrey Hills, Victoria, with 26 years of experience in the financial services industry. James is currently authorised under Lifespan Financial Planning 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 Certified Financial Planner Certification Program from Financial Planning Association. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Securities Institute
2007
Master of Commerce (Financial Planning)
University of Western Sydney
2013
Certified Financial Planner Certification Program
Financial Planning Association
2014
Self Managed Superannuation Fund Certificate
Mentor Education
2015
Margin Lending (provide advice)
Pinnacle
Registration History
GUARDIANFP PTY LIMITED
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register