Financial Adviser · RIVERVALE, WA

James Reece Galliers

29 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000255763

James Reece Galliers is a financial adviser based in Rivervale, Western Australia, with 29 years of experience in the financial services industry. James is currently authorised under Akumin Financial Planning Pty 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca.

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

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

AAMC Training Group

2014

Self Managed Superannuation Funds

AAMC Training Group

2016

Margin Lending

Mentor Education Pty Ltd

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2010 - Present Current

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

Arete Risk & Insurance Partners Pty Ltd

May 2011 - Dec 2011 Ceased

Futuro Financial Services Pty Ltd

Mar 2009 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register