Financial Adviser
· PERTH, WA
James Carl Ramsay
No disciplinary history on record with ASIC
PERTH,
WA
19
Years experience
ASIC Registered · ADV 001001772
Licensee
Melbourne, VIC (licence address on ASIC register)
About James Carl Ramsay
James Carl Ramsay is a financial adviser based in Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. James works at Bell Potter Securities, which is licensed through Bell Potter Securities Limited. James holds authorisations to advise on superannuation, managed investments, securities and derivatives. James's qualifications include a RMIT/SDIA Superannuation Module from RMIT University.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2007
RMIT/SDIA Superannuation Module
RMIT University
2007
SDIA Accreditation Program Assessment
Securities & Derivatives Industry Association / DeakinPrime
2008
Accredited Derivatives Adviser Level 1
Kaplan Education Pty Ltd
2008
Accredited Derivatives Adviser Level 2
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd