James Paul Dykes
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241537
- Location
- Warners Bay NSW 2282
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 18 May 2016
- First provided advice
- 2016
- Qualifications
- Advanced Diploma of Financial Planning, Mentor Education (2015); Diploma of Financial Planning, Kaplan Professional (2015); Graduate Certificate in Financial Planning, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020); Master of Financial Planning, Kaplan (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Paul Dykes
James Paul Dykes is a financial adviser in Warners Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001241537.
The licensee James advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 18 May 2016.
The register records 2016 as the year James first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Mentor Education, 2015), Diploma of Financial Planning (Kaplan Professional, 2015) and Graduate Certificate in Financial Planning (Kaplan Professional, 2016). 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 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 Paul Dykes a registered financial adviser?
Yes. James Paul Dykes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241537.
Which licensee does James Paul Dykes work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can James Paul Dykes 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.