James Morrell Hand
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260507
- Location
- Brisbane QLD 4000
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 25 March 2015
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Deakin University (1998); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Morrell Hand
James Morrell Hand is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 000260507).
The licensee James advises under is Fitzpatricks Private Wealth Pty Ltd (AFS licence 247429). The current authorisation started on 25 March 2015.
According to the register, James first provided financial advice in 1994. The qualifications listed for James include Diploma of Financial Planning (Deakin University, 1998), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Morrell Hand a registered financial adviser?
Yes. James Morrell Hand is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260507.
Which licensee does James Morrell Hand work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can James Morrell Hand 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.