James Mohi Tarawhiti
Financial Adviser in Avoca Beach, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004027
- Location
- Avoca Beach NSW 2251
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 17 December 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning, Mentor Education (2007); Certificate IV in Finance and Mortgage Broking, The National Finance Institute (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Mohi Tarawhiti
On the Financial Advisers Register kept by ASIC, James Mohi Tarawhiti appears as a current financial adviser in Avoca Beach, New South Wales, adviser number 001004027.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 17 December 2021.
According to the register, James first provided financial advice in 2007. The qualifications listed for James include Diploma of Financial Services (Financial Planning (Mentor Education, 2007) and Certificate IV in Finance and Mortgage Broking (The National Finance Institute, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Mohi Tarawhiti a registered financial adviser?
Yes. James Mohi Tarawhiti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004027.
Which licensee does James Mohi Tarawhiti work under?
Count Financial Limited, Australian financial services licence 227232.
What can James Mohi Tarawhiti 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.