James Mottram
Financial Adviser in Warilla, New South Wales, Australia
Review James Mottram
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 number001004152
- Location
- Warilla NSW 2528
- Licensee
- Smart Financial Capital Pty Ltd (AFSL 533901)
- Authorised since
- 17 July 2024
- First provided advice
- 2011
- Qualifications
- 5 Unit CFP Certification Program, Financial Planning Association of Australia Limited (2008); Bachelor of Commerce (Economics), The University of Wollongong (2008); Graduate Certificate of Financial Planning, FINSIA (2008); Graduate Diploma of Applied Finance, Kaplan Higher Education (2010); Provide advice in Margin Lending, GWM Adviser Services Ltd T/A Advice Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2023)
- 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 Mottram
James Mottram is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warilla, New South Wales (adviser number 001004152).
James provides advice as an authorised representative of Smart Financial Capital Pty Ltd, which holds Australian financial services licence 533901. The current authorisation started on 17 July 2024.
According to the register, James first provided financial advice in 2011. The qualifications listed for James include 5 Unit CFP Certification Program (Financial Planning Association of Australia Limited, 2008), Bachelor of Commerce (Economics) (The University of Wollongong, 2008) and Graduate Certificate of Financial Planning (FINSIA, 2008).
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.
Reviews
Nobody has reviewed James Mottram here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Mottram a registered financial adviser?
Yes. James Mottram is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004152.
Which licensee does James Mottram work under?
Smart Financial Capital Pty Ltd, Australian financial services licence 533901.
What can James Mottram 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.