James Bryce Collie
Financial Adviser in Castlemaine, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003596
- Location
- Castlemaine VIC 3450
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 19 August 2019
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Kaplan Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2017); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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 Bryce Collie
James Bryce Collie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Castlemaine, Victoria (adviser number 001003596).
James provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 19 August 2019.
The register records 2014 as the year James first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Education Pty Limited, 2014), Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2017) and FPC002B Ethics and Professionalism in Financial Advice. (Kaplan Higher Education Pty Limited, 2020). Professional memberships recorded: 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 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 Bryce Collie a registered financial adviser?
Yes. James Bryce Collie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003596.
Which licensee does James Bryce Collie work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can James Bryce Collie 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.