James Harman
Financial Adviser in Kingsgrove, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267656
- Location
- Kingsgrove NSW 2207
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 15 December 2025
- First provided advice
- 2004
- Qualifications
- Financial Planning Course, Tribeca (2000); Diploma of Financial Planning Services (Financial Planning), King's International College (2003); Advanced Strategies for Self Managed Superannuation, Three Sixty (2008); Wealth Creation, Three Sixty (2008); Superannuation & Retirement Planning, Three Sixty (2009)
- 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
- Restriction
- Excluding margin lending
- Register status
- Current
About James Harman
On the Financial Advisers Register kept by ASIC, James Harman appears as a current financial adviser in Kingsgrove, New South Wales, adviser number 000267656.
James provides advice as an authorised representative of Templestone Financial Services Pty Ltd, which holds Australian financial services licence 523831. That authorisation dates from 15 December 2025.
According to the register, James first provided financial advice in 2004. Qualifications and training on file include Financial Planning Course (Tribeca, 2000), Diploma of Financial Planning Services (Financial Planning) (King’s International College, 2003) and Advanced Strategies for Self Managed Superannuation (Three Sixty, 2008).
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.
A further restriction is recorded on the register: “Excluding margin lending.”
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Questions people ask
Is James Harman a registered financial adviser?
Yes. James Harman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267656.
Which licensee does James Harman work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can James Harman 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. It also records this restriction: "Excluding margin lending."