Financial Adviser
· SUBIACO, WA
James Harper
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259646
James Harper is a financial adviser based in Subiaco, Western Australia, with 9 years of experience in the financial services industry. James is currently authorised under Oak Advisory Group Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Accounting) from University of Western Australia. James is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Financial Accounting)
University of Western Australia
2014
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Certified Practicing Accountants Program
Certified Public Accountants of Australia
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional