James Anthony McFall
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263321
- Location
- Surrey Hills VIC 3127
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 March 2017
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Securities Institute (2002); Master of Commerce (Financial Planning), University of Western Sydney (2007); Certified Financial Planner Certification Program, Financial Planning Association (2013); Self Managed Superannuation Fund Certificate, Mentor Education (2014); Margin Lending (provide advice), Pinnacle (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 James Anthony McFall
James Anthony McFall is a financial adviser in Surrey Hills, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000263321.
James provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 29 March 2017.
According to the register, James first provided financial advice in 2000. Qualifications and training on file include Diploma of Financial Planning (Securities Institute, 2002), Master of Commerce (Financial Planning) (University of Western Sydney, 2007) and Certified Financial Planner Certification Program (Financial Planning Association, 2013). James is recorded as a member of Financial Advice Association of Australia (FAAA).
James is authorised to advise 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 James Anthony McFall a registered financial adviser?
Yes. James Anthony McFall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263321.
Which licensee does James Anthony McFall work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can James Anthony McFall 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.