James Harper
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259646
- Location
- Subiaco WA 6008
- Licensee
- Oak Advisory Group Pty Ltd (AFSL 530257)
- Authorised since
- 30 June 2021
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Financial Accounting), University of Western Australia (2014); Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Certified Practicing Accountants Program, Certified Public Accountants of Australia (2020); Ethics & Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- CPA Australia (CPA); 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 Harper
On the Financial Advisers Register kept by ASIC, James Harper appears as a current financial adviser in Subiaco, Western Australia, adviser number 001259646.
The licensee James advises under is Oak Advisory Group Pty Ltd (AFS licence 530257). That authorisation dates from 30 June 2021.
The register records 2017 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (Financial Accounting) (University of Western Australia, 2014), Diploma of Financial Planning (Kaplan Professional, 2014) and Advanced Diploma of Financial Planning (Kaplan Professional, 2016). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Harper a registered financial adviser?
Yes. James Harper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259646.
Which licensee does James Harper work under?
Oak Advisory Group Pty Ltd, Australian financial services licence 530257.
What can James Harper 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.