Ashan Pio James
Financial Adviser in Tarneit, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269456
- Location
- Tarneit VIC 3029
- Licensee
- Finex Wealth Pty Ltd (AFSL 536960)
- Authorised since
- 8 December 2025
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, Victoria University of Technology (2001); Master of Business, Victoria University of Technology (2002); Graduate Certificate of Financial Planning, Deakin University (2016); Diploma of Financial Planning, International Institute of Technology (2018); Ethics and Professionalism In Financial Advice, Kaplan Professional (2019); Advanced Diploma of Financial Planning, International Institute of Technology (2022); Commercial Law, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashan Pio James
Ashan Pio James is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tarneit, Victoria (adviser number 001269456).
Ashan provides advice as an authorised representative of Finex Wealth Pty Ltd, which holds Australian financial services licence 536960. That authorisation dates from 8 December 2025.
According to the register, Ashan first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business (Victoria University of Technology, 2001), Master of Business (Victoria University of Technology, 2002) and Graduate Certificate of Financial Planning (Deakin University, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ashan Pio James a registered financial adviser?
Yes. Ashan Pio James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269456.
Which licensee does Ashan Pio James work under?
Finex Wealth Pty Ltd, Australian financial services licence 536960.
What can Ashan Pio James give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.