James Malliaros
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291633
- Location
- Hawthorn East VIC 3123
- Licensee
- Gilham Financial Management Pty Ltd (AFSL 229401)
- Authorised since
- 5 August 2005
- First provided advice
- 2005
- Qualifications
- Bachelor of Science, Monash University (1987); Bachelor of Economics, Monash University (1990); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); SMSF Specialist Advisor, SMSF Association Ltd (2013); Certified Financial Planner, Financial Advice Association of Australia Limited (2018); FASEA Financial Adviser Exam, Financial Adviser Standards and Ethics Authority (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Malliaros
On the Financial Advisers Register kept by ASIC, James Malliaros appears as a current financial adviser in Hawthorn East, Victoria, adviser number 000291633.
James provides advice as an authorised representative of Gilham Financial Management Pty Ltd, which holds Australian financial services licence 229401. That authorisation dates from 5 August 2005.
The register records 2005 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Science (Monash University, 1987), Bachelor of Economics (Monash University, 1990) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012). James is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Malliaros a registered financial adviser?
Yes. James Malliaros is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291633.
Which licensee does James Malliaros work under?
Gilham Financial Management Pty Ltd, Australian financial services licence 229401.
What can James Malliaros 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.