James Edward Dudley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000230568
- Location
- Melbourne VIC 3004
- Licensee
- Security National Financial Services Pty. Ltd. (AFSL 244565)
- Authorised since
- 3 August 2021
- First provided advice
- 1992
- Qualifications
- Diploma of Financial Planning, RMIT University (1997)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Edward Dudley
James Edward Dudley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000230568).
Advice is given under the Australian financial services licence of Security National Financial Services Pty. Ltd., licence number 244565. That authorisation dates from 3 August 2021.
According to the register, James first provided financial advice in 1992. Qualifications and training on file include Diploma of Financial Planning (RMIT University, 1997). James is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Edward Dudley a registered financial adviser?
Yes. James Edward Dudley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000230568.
Which licensee does James Edward Dudley work under?
Security National Financial Services Pty. Ltd., Australian financial services licence 244565.
What can James Edward Dudley give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.