James Oliver Rees
Financial Adviser in East Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287564
- Location
- East Perth WA 6004
- Licensee
- Rmblack Pty Ltd (AFSL 521214)
- Authorised since
- 1 October 2020
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), The Securities Institute of Australia (2003); ADA2, KAPLAN (2008); Margin Lending, Stockbrokers Association of Australia (2010); DFP5v2 Tax for Financial Advising, KAPLAN (2017); Ethics and Professionalism in Financial Advice, KAPLAN (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About James Oliver Rees
James Oliver Rees is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Perth, Western Australia (adviser number 000287564).
The licensee James advises under is Rmblack Pty Ltd (AFS licence 521214). That authorisation dates from 1 October 2020.
The register records 2005 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (The Securities Institute of Australia, 2003), ADA2 (KAPLAN, 2008) and Margin Lending (Stockbrokers Association of Australia, 2010).
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 Oliver Rees a registered financial adviser?
Yes. James Oliver Rees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287564.
Which licensee does James Oliver Rees work under?
Rmblack Pty Ltd, Australian financial services licence 521214.
What can James Oliver Rees 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; derivatives.