Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

James Uezzell

14 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000422552

James Uezzell is a financial adviser based in Osborne Park, Western Australia, with 14 years of experience in the financial services industry. James is currently authorised under Charter Financial Planning Limited. 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 Master of Applied Finance from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Advanced Diploma of Financial Services (Superannuation)
Association of Superannuation Funds of Australia Ltd (ASFA)
2006
Diploma of Financial Services (Financial Planning)
Association of Superannuation Funds of Australia Ltd (ASFA)
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2010
Margin Lending
Stockbrokers Association of Aust (formerly SDIA)
2011
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Master of Applied Finance
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Accredited Aged Care Professional
Aged Care Steps

Registration History

Charter Financial Planning Limited
May 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register