James Inglis
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005163
- Location
- Adelaide SA 5000
- Licensee
- Adelaide Wealth Management (Aust) Pty Ltd (AFSL 513690)
- Authorised since
- 10 April 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, University of South Australia (1999); Bachelor of Commerce (Corporate Finance), University of Adelaide (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2007); Graduate Certificate in Applied Finance, Kaplan Professional Education (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Inglis
On the Financial Advisers Register kept by ASIC, James Inglis appears as a current financial adviser in Adelaide, South Australia, adviser number 001005163.
James provides advice as an authorised representative of Adelaide Wealth Management (Aust) Pty Ltd, which holds Australian financial services licence 513690. That authorisation dates from 10 April 2019.
The register records 2007 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Business (University of South Australia, 1999), Bachelor of Commerce (Corporate Finance) (University of Adelaide, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Inglis a registered financial adviser?
Yes. James Inglis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005163.
Which licensee does James Inglis work under?
Adelaide Wealth Management (Aust) Pty Ltd, Australian financial services licence 513690.
What can James Inglis 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.