James Eric Henry Willis
Financial Adviser in Crows Nest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248732
- Location
- Crows Nest NSW 2065
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2005); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); SMSF Specialist Advisor Program, SMSF Association (2010); Certificate IV in Finance and Mortgage Broking, The National Finance Institute (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2016)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About James Eric Henry Willis
James Eric Henry Willis is a financial adviser in Crows Nest, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000248732.
The licensee James advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 January 2004.
The register records 2001 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (AMP Limited, 2005), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is James Eric Henry Willis a registered financial adviser?
Yes. James Eric Henry Willis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248732.
Which licensee does James Eric Henry Willis work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can James Eric Henry Willis 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."