James Paterson Bailey
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300763
- Location
- Canberra ACT 2601
- Licensee
- Evans and Partners Pty. Ltd. (AFSL 318075)
- Authorised since
- 9 September 2021
- First provided advice
- 2007
- Qualifications
- 4977, University of Canberra (2001); 4994, University of Canberra (2003); SDIA – Securities and Derivatives Industry Association, Stockbrokers Association of Australia (2006); The SDIA Accreditation Program, SDIA (2006); Graduate Certificate in Financial Planning, FINSIA (2008); Graduate Diploma of Applied Finance, Kaplan Professional (2008)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About James Paterson Bailey
James Paterson Bailey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 000300763).
Advice is given under the Australian financial services licence of Evans and Partners Pty. Ltd., licence number 318075. The current authorisation started on 9 September 2021.
The register records 2007 as the year James first provided financial advice. The qualifications listed for James include 4977 (University of Canberra, 2001), 4994 (University of Canberra, 2003) and SDIA – Securities and Derivatives Industry Association (Stockbrokers Association of Australia, 2006).
The authorisation covers advice on securities, managed investment schemes, deposit and payment products and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Paterson Bailey a registered financial adviser?
Yes. James Paterson Bailey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300763.
Which licensee does James Paterson Bailey work under?
Evans and Partners Pty. Ltd., Australian financial services licence 318075.
What can James Paterson Bailey give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds.