James Michael Penner
Financial Adviser in Ballina, New South Wales, Australia
Review James Michael Penner
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000245133
- Location
- Ballina NSW 2478
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 24 March 2026
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1998); ASX Listed Products Accreditation Course, Savings Factory (2005); Accredited Aged Care Professional, Aged Care Steps (2014)
- 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 Michael Penner
James Michael Penner is a financial adviser in Ballina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000245133.
The licensee James advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 24 March 2026.
According to the register, James first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1998), ASX Listed Products Accreditation Course (Savings Factory, 2005) and Accredited Aged Care Professional (Aged Care Steps, 2014).
James is authorised to advise 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.
Reviews
Nobody has reviewed James Michael Penner here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Michael Penner a registered financial adviser?
Yes. James Michael Penner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245133.
Which licensee does James Michael Penner work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can James Michael Penner 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.