James Patrick Baxter
Financial Adviser in Vermont, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253305
- Location
- Vermont VIC 3133
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 8 June 2016
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), Monash University (2000); Graduate Diploma of Financial Planning, Financial Services Institute of Australasia (FINSIA) (2005); Self Managed Superannuation Fund Adviser Education Program, Financial Essentials (2007); ASX Listed Products Adviser Accreditation, Kaplan (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Patrick Baxter
James Patrick Baxter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Vermont, Victoria (adviser number 000253305).
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. That authorisation dates from 8 June 2016.
According to the register, James first provided financial advice in 1999. The qualifications listed for James include Bachelor of Business (Accounting) (Monash University, 2000), Graduate Diploma of Financial Planning (Financial Services Institute of Australasia (FINSIA), 2005) and Self Managed Superannuation Fund Adviser Education Program (Financial Essentials, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Patrick Baxter a registered financial adviser?
Yes. James Patrick Baxter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253305.
Which licensee does James Patrick Baxter work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can James Patrick Baxter 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.