James Carman
Financial Adviser in Airlie Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003365
- Location
- Airlie Beach QLD 4802
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 September 2020
- First provided advice
- 2002
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional (2005); Margin Lending and Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2020); Diploma of Financial Planning, Mentor Education (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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About James Carman
James Carman is a financial adviser in Airlie Beach, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003365.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 16 September 2020.
According to the register, James first provided financial advice in 2002. The qualifications listed for James include Self Managed Superannuation Funds (Kaplan Professional, 2005), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Mentor Education, 2020). 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is James Carman a registered financial adviser?
Yes. James Carman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003365.
Which licensee does James Carman work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can James Carman 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."