James Patrick Menezies
Financial Adviser in Dunsborough, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314892
- Location
- Dunsborough WA 6281
- Licensee
- Wealth Collective Adviser Services Pty Ltd (AFSL 538833)
- Authorised since
- 26 August 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, University of Western Australia (2005); Diploma of Financial Services (Financial Planning) FNS50804, Kaplan (2007); Margin Lending & Geared Investments, Kaplan (2010); Advanced Diploma of Financial Services (Financial Planning) FNS60404, Kaplan (2012); Self Managed Superannuation Funds, Kaplan (2012)
- 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 Menezies
James Patrick Menezies is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dunsborough, Western Australia (adviser number 000314892).
The licensee James advises under is Wealth Collective Adviser Services Pty Ltd (AFS licence 538833). The current authorisation started on 26 August 2022.
The register records 2006 as the year James first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Western Australia, 2005), Diploma of Financial Services (Financial Planning) FNS50804 (Kaplan, 2007) and Margin Lending & Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Patrick Menezies a registered financial adviser?
Yes. James Patrick Menezies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314892.
Which licensee does James Patrick Menezies work under?
Wealth Collective Adviser Services Pty Ltd, Australian financial services licence 538833.
What can James Patrick Menezies 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.