James Nathan Petterson
Financial Adviser in Ferny Hills, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418305
- Location
- Ferny Hills QLD 4055
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 21 August 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Finance), Charles Sturt University (2009); Diploma of Financial Services (Financial Planning), International Institute of Technology (IIT) (2012); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); Self Managed Superannuation Funds, Kaplan (2013); Margin Lending and Geared Investments, Kaplan (2014); FPC002B, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Nathan Petterson
On the Financial Advisers Register kept by ASIC, James Nathan Petterson appears as a current financial adviser in Ferny Hills, Queensland, adviser number 000418305.
The licensee James advises under is Cobalt Advisers Pty Ltd (AFS licence 512550). That authorisation dates from 21 August 2020.
The register records 2012 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (Charles Sturt University, 2009), Diploma of Financial Services (Financial Planning) (International Institute of Technology (IIT), 2012) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Nathan Petterson a registered financial adviser?
Yes. James Nathan Petterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418305.
Which licensee does James Nathan Petterson work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can James Nathan Petterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.