Financial Adviser
· VERMONT, VIC
James Patrick Baxter
No disciplinary history on record with ASIC
VERMONT,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253305
About James Patrick Baxter
James Patrick Baxter is a financial adviser based in Vermont, Victoria, with 27 years of experience in the financial services industry since 1999. James is currently authorised under Consultum Financial Advisers. 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 Monash University. 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
2000
Bachelor of Business (Accounting)
Monash University
2005
Graduate Diploma of Financial Planning
Financial Services Institute of Australasia (FINSIA)
2007
Self Managed Superannuation Fund Adviser Education Program
Financial Essentials
2009
ASX Listed Products Adviser Accreditation
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register