James Dimos
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308852
- Location
- Melbourne VIC 3000
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 21 June 2019
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Victoria University of Technology (1994); Master of Business (Accounting and Finance), Victoria University (1998); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia (2005); ASX Accredited listed Product Adviser, FINSIA (2007); Self Managed Superannuation Funds, Tribeca (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- CFP – Certified Financial Planner (FPA); CPA Australia (CPA); 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 Dimos
On the Financial Advisers Register kept by ASIC, James Dimos appears as a current financial adviser in Melbourne, Victoria, adviser number 000308852.
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. The current authorisation started on 21 June 2019.
The register records 1997 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Business (Victoria University of Technology, 1994), Master of Business (Accounting and Finance) (Victoria University, 1998) and 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited, 2002). James is recorded as a member of CFP – Certified Financial Planner (FPA), CPA Australia (CPA) and 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 Dimos a registered financial adviser?
Yes. James Dimos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308852.
Which licensee does James Dimos work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can James Dimos 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.