Financial Adviser
· PERTH, WA
James Ian Lobb
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312048
James Ian Lobb is a financial adviser based in Perth, Western Australia, with 1 year of experience in the financial services industry. James is currently authorised under Canaccord Genuity Financial Limited. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2024
Financial Adviser Exam
ASIC
2024
Graduate Diploma of Financial Planning
Kaplan