James Crawford Green
Financial Adviser in Hillarys, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466282
- Location
- Hillarys WA 6025
- Licensee
- Core Wealth Group Pty Ltd (AFSL 535023)
- Authorised since
- 20 January 2022
- First provided advice
- 2014
- Qualifications
- Diploma in Financial Planning, Kaplan Professional Planning (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Masters of Financial Planning, Kaplan Higher Education Pty Ltd (2016); Margin Lending Accreditation Course, Deakin Prime (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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 Crawford Green
On the Financial Advisers Register kept by ASIC, James Crawford Green appears as a current financial adviser in Hillarys, Western Australia, adviser number 000466282.
Advice is given under the Australian financial services licence of Core Wealth Group Pty Ltd, licence number 535023. The current authorisation started on 20 January 2022.
The register records 2014 as the year James first provided financial advice. The qualifications listed for James include Diploma in Financial Planning (Kaplan Professional Planning, 2014), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015) and Masters of Financial Planning (Kaplan Higher Education Pty Ltd, 2016). Professional memberships recorded: 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.
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Questions people ask
Is James Crawford Green a registered financial adviser?
Yes. James Crawford Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466282.
Which licensee does James Crawford Green work under?
Core Wealth Group Pty Ltd, Australian financial services licence 535023.
What can James Crawford Green 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.