David James
Financial Adviser in Coolangatta, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316049
- Location
- Coolangatta QLD 4225
- Licensee
- Coastal Financial Services Pty Ltd (AFSL 528512)
- Authorised since
- 21 April 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of International Finance, Griffith University (2005); Diploma Financial Services (Financial Planning) FNS50804, Kaplan Australia (2006); Advanced Diploma Financial Services (Financial Planning) FNS60404, Kaplan Australia (2009); RG146 Margin Lending, MLC ThreeSixty (2011)
- 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 David James
On the Financial Advisers Register kept by ASIC, David James appears as a current financial adviser in Coolangatta, Queensland, adviser number 000316049.
Advice is given under the Australian financial services licence of Coastal Financial Services Pty Ltd, licence number 528512. That authorisation dates from 21 April 2021.
The register records 2007 as the year David first provided financial advice. Qualifications and training on file include Bachelor of International Finance (Griffith University, 2005), Diploma Financial Services (Financial Planning) FNS50804 (Kaplan Australia, 2006) and Advanced Diploma Financial Services (Financial Planning) FNS60404 (Kaplan Australia, 2009).
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 David James a registered financial adviser?
Yes. David James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316049.
Which licensee does David James work under?
Coastal Financial Services Pty Ltd, Australian financial services licence 528512.
What can David 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.