James Kidd
Financial Adviser in Mooloolaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231823
- Location
- Mooloolaba QLD 4557
- Licensee
- Eko Financial Pty Ltd (AFSL 514038)
- Authorised since
- 29 March 2019
- First provided advice
- 2002
- Qualifications
- Bachelor of Business, University of Sunshine Coast (2002); Graduate Diploma in Financial Planning, University of Sunshine Coast (2005); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Kidd
On the Financial Advisers Register kept by ASIC, James Kidd appears as a current financial adviser in Mooloolaba, Queensland, adviser number 000231823.
The licensee James advises under is Eko Financial Pty Ltd (AFS licence 514038). That authorisation dates from 29 March 2019.
According to the register, James first provided financial advice in 2002. The qualifications listed for James include Bachelor of Business (University of Sunshine Coast, 2002), Graduate Diploma in Financial Planning (University of Sunshine Coast, 2005) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020).
James is authorised to advise 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 Kidd a registered financial adviser?
Yes. James Kidd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231823.
Which licensee does James Kidd work under?
Eko Financial Pty Ltd, Australian financial services licence 514038.
What can James Kidd 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.