Financial Adviser
· CLAREMONT, WA
James Sheehan
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000096
James Sheehan is a financial adviser based in Claremont, Western Australia, with 13 years of experience in the financial services industry. James is currently authorised under Sheehan Wealth 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 Commerce from Notre Dame University. James is a member of Finance Brokers Association of Australia (FBAA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
Notre Dame University
2012
Diploma of Financial Planning
Kaplan
2014
Self Managed Super Funds
Kaplan
2026
Graduate Diploma of Financial Planning
Kaplan Professional