James Bristow
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441523
- Location
- Brisbane QLD 4000
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 1 February 2016
- First provided advice
- 2010
- Qualifications
- Post Graduate Diploma in Applied Finance, Kaplan (2009); RG 146 Margin Lending Accreditation, Kaplan (2011); Master of Applied Finance (Financial Planning), Kaplan (2013); ADA Level 1, Kaplan (2014)
- Memberships
- Tax Practitioners Board
- 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, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About James Bristow
James Bristow is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000441523.
Advice is given under the Australian financial services licence of Ord Minnett Limited, licence number 237121. The current authorisation started on 1 February 2016.
The register records 2010 as the year James first provided financial advice. Qualifications and training on file include Post Graduate Diploma in Applied Finance (Kaplan, 2009), RG 146 Margin Lending Accreditation (Kaplan, 2011) and Master of Applied Finance (Financial Planning) (Kaplan, 2013). James is recorded as a member of Tax Practitioners Board.
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 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 Bristow a registered financial adviser?
Yes. James Bristow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441523.
Which licensee does James Bristow work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can James Bristow 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; derivatives; managed discretionary account services.