James Jason Cruz
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247506
- Location
- Ballina NSW 2478
- Licensee
- Evolution Advisory Pty Ltd (AFSL 412063)
- Authorised since
- 1 November 2011
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Listed Product Accreditation Course (LPAC), ASX (2007); Behavioural Finance and Investment Portfolio Management, UNE (2021); Professional Ethics, UNE (2021); Superannuation and Retirement Planning, UNE (2021)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Jason Cruz
On the Financial Advisers Register kept by ASIC, James Jason Cruz appears as a current financial adviser in Ballina, New South Wales, adviser number 000247506.
Advice is given under the Australian financial services licence of Evolution Advisory Pty Ltd, licence number 412063. The current authorisation started on 1 November 2011.
According to the register, James first provided financial advice in 1996. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2003), Listed Product Accreditation Course (LPAC) (ASX, 2007) and Behavioural Finance and Investment Portfolio Management (UNE, 2021). James is recorded as a member of 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 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 Jason Cruz a registered financial adviser?
Yes. James Jason Cruz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247506.
Which licensee does James Jason Cruz work under?
Evolution Advisory Pty Ltd, Australian financial services licence 412063.
What can James Jason Cruz 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.