James Joseph Miller
Financial Adviser in Menai, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002600
- Location
- Menai NSW 2234
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 28 November 2022
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Master of Financial Planning, Kaplan Higher Education (2020); SMSF Specialist Advisor Program, SMSF Association (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); SMSF Association
- 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 Joseph Miller
On the Financial Advisers Register kept by ASIC, James Joseph Miller appears as a current financial adviser in Menai, New South Wales, adviser number 001002600.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 28 November 2022.
The register records 2008 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.
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 Joseph Miller a registered financial adviser?
Yes. James Joseph Miller is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002600.
Which licensee does James Joseph Miller work under?
Count Financial Limited, Australian financial services licence 227232.
What can James Joseph Miller 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.