James Edward Millard
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469010
- Location
- Newcastle NSW 2300
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 19 November 2014
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, The University of Newcastle (2005); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2007); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2010)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Edward Millard
On the Financial Advisers Register kept by ASIC, James Edward Millard appears as a current financial adviser in Newcastle, New South Wales, adviser number 000469010.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 19 November 2014.
According to the register, James first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (The University of Newcastle, 2005), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2007) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2010). 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 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 Millard a registered financial adviser?
Yes. James Edward Millard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469010.
Which licensee does James Edward Millard work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can James Edward Millard 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.