James Raymond Farrelly
Financial Adviser in Black Forest, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000408930
- Location
- Black Forest SA 5035
- Licensee
- Investplan Pty Ltd (AFSL 518743)
- Authorised since
- 6 November 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Marketing), University of Adelaide (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Margin Lending, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Raymond Farrelly
James Raymond Farrelly is a financial adviser in Black Forest, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000408930.
The licensee James advises under is Investplan Pty Ltd (AFS licence 518743). That authorisation dates from 6 November 2024.
The register records 2011 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (Marketing) (University of Adelaide, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Self Managed Superannuation Funds (Kaplan Professional, 2014). James is recorded as a member of 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 Raymond Farrelly a registered financial adviser?
Yes. James Raymond Farrelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000408930.
Which licensee does James Raymond Farrelly work under?
Investplan Pty Ltd, Australian financial services licence 518743.
What can James Raymond Farrelly 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.