James Charles Clifton
Financial Adviser in Belmont, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318631
- Location
- Belmont NSW 2280
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 3 October 2024
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2007); Margin Lending and Geard Investments, Kaplan (2011); Ethics & Professionalism in Financial Advice, Kaplan (2021)
- 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 Charles Clifton
James Charles Clifton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belmont, New South Wales (adviser number 000318631).
The licensee James advises under is Australian Mortgage and Financial Advisers Pty Ltd (AFS licence 389206). That authorisation dates from 3 October 2024.
According to the register, James first provided financial advice in 2007. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (Kaplan, 2007), Margin Lending and Geard Investments (Kaplan, 2011) and Ethics & Professionalism in Financial Advice (Kaplan, 2021).
James is authorised to advise 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 Charles Clifton a registered financial adviser?
Yes. James Charles Clifton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318631.
Which licensee does James Charles Clifton work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can James Charles Clifton 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.