James Ashley Parton
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263631
- Location
- Melbourne VIC 3000
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 18 November 2019
- First provided advice
- 2007
- Qualifications
- Postgraduate Certificate in Management, The University of Southern Queensland (2004); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Ashley Parton
James Ashley Parton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000263631).
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. That authorisation dates from 18 November 2019.
The register records 2007 as the year James first provided financial advice. Qualifications and training on file include Postgraduate Certificate in Management (The University of Southern Queensland, 2004) and Graduate Diploma of Financial Planning (Kaplan Professional, 2022). James is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Ashley Parton a registered financial adviser?
Yes. James Ashley Parton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263631.
Which licensee does James Ashley Parton work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can James Ashley Parton 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.