James Gerrard Sherlock
Financial Adviser in Swan Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000416826
- Location
- Swan Hill VIC 3585
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 11 February 2022
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle (2011); Advanced Diploma of Financial Planning, Pinnacle (2014); Self Managed Superannuation funds, Pinnacle (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Gerrard Sherlock
On the Financial Advisers Register kept by ASIC, James Gerrard Sherlock appears as a current financial adviser in Swan Hill, Victoria, adviser number 000416826.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 11 February 2022.
The register records 2012 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (Pinnacle, 2011), Advanced Diploma of Financial Planning (Pinnacle, 2014) and Self Managed Superannuation funds (Pinnacle, 2015). 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 Gerrard Sherlock a registered financial adviser?
Yes. James Gerrard Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416826.
Which licensee does James Gerrard Sherlock work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can James Gerrard Sherlock 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.