James Packman
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004790
- Location
- Sydney NSW 2000
- Licensee
- Australian Financial Advisory Solutions Pty Ltd (AFSL 287619)
- Authorised since
- 25 May 2018
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce and Economics, Macquarie University (2001); Diploma of Financial Planning, Kaplan Professional Education (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Advanced Diploma of Financial Planning, Kaplan Professional Education (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2012)
- 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 Packman
James Packman is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004790.
James provides advice as an authorised representative of Australian Financial Advisory Solutions Pty Ltd, which holds Australian financial services licence 287619. That authorisation dates from 25 May 2018.
According to the register, James first provided financial advice in 2008. Qualifications and training on file include Bachelor of Commerce and Economics (Macquarie University, 2001), Diploma of Financial Planning (Kaplan Professional Education, 2008) and Margin Lending and Geared Investments (Kaplan Professional Education, 2010).
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 Packman a registered financial adviser?
Yes. James Packman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004790.
Which licensee does James Packman work under?
Australian Financial Advisory Solutions Pty Ltd, Australian financial services licence 287619.
What can James Packman 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.