Financial Adviser
· WARNAMBOOL, VIC
James Ainslie Beard
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464406
James Ainslie Beard is a financial adviser based in Warnambool, Victoria, with 12 years of experience in the financial services industry. James is currently authorised under Synchron Advice 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 (Financial Planning) from Royal Melbourne Institute of Technology.
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
2014
Tier 1 Margin Lending
Other - Kaplan Education Pty Ltd
2018
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2019
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited