Financial Adviser
· HILLARYS, WA
James Crawford Green
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000466282
James Crawford Green is a financial adviser based in Hillarys, Western Australia, with 12 years of experience in the financial services industry. James is currently authorised under Core Wealth Group 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 Masters of Financial Planning from Kaplan Higher Education Pty Ltd. 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
2014
Diploma in Financial Planning
Kaplan Professional Planning
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Masters of Financial Planning
Kaplan Higher Education Pty Ltd
2017
Margin Lending Accreditation Course
Deakin Prime
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education