Financial Adviser
· SURREY HILLS, VIC
James John Connellan
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001316909
James John Connellan is a financial adviser based in Surrey Hills, Victoria. James is currently authorised under Count Financial Limited. 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 Commerce (Financial Planning) from Deakin University.
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
2021
Bachelor of Commerce (Financial Planning)
Deakin University
2025
Introduction to SMSFs
Accurium Education