James Kenneth Graham
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000326146
- Location
- Melbourne VIC 3000
- Licensee
- JKG Securities Licensing Pty Ltd (AFSL 544860)
- Authorised since
- 12 April 2023
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Australia (2005); Diploma of Financial Services (Financial Planning), Tribeca Australia (2005); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Member of the Insitute of Financial Services
- 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 Kenneth Graham
On the Financial Advisers Register kept by ASIC, James Kenneth Graham appears as a current financial adviser in Melbourne, Victoria, adviser number 000326146.
Advice is given under the Australian financial services licence of JKG Securities Licensing Pty Ltd, licence number 544860. That authorisation dates from 12 April 2023.
According to the register, James first provided financial advice in 1999. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Australia, 2005), Diploma of Financial Services (Financial Planning) (Tribeca Australia, 2005) and Self Managed Superannuation Funds (Kaplan Professional Education, 2012). James is recorded as a member of Financial Advice Association of Australia (FAAA) and Member of the Insitute of Financial Services.
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 Kenneth Graham a registered financial adviser?
Yes. James Kenneth Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000326146.
Which licensee does James Kenneth Graham work under?
JKG Securities Licensing Pty Ltd, Australian financial services licence 544860.
What can James Kenneth Graham 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.