Financial Adviser
· MIDLAND, WA
James David Robinson
No disciplinary history on record with ASIC
MIDLAND,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271567
About James David Robinson
James David Robinson is a financial adviser based in Midland, Western Australia, with 8 years of experience in the financial services industry since 2018. James is currently authorised under Jarrah Bridge. 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 from Edith Cowan University. James is a member of Certified Independent Financial Advisers Association.
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
2009
Bachelor of Business
Edith Cowan University
2017
Diploma Financial Planning
Kaplan Professional
2021
ADvanced Diploma of Financial Planning
Kaplan
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register