James Robert Bevis
Financial Adviser in Cambridge, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308383
- Location
- Cambridge TAS 7170
- Licensee
- Dimension IV Wealth Partners Pty Ltd (AFSL 543639)
- Authorised since
- 17 April 2023
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology (2012); DFP5v3 Tax for Financial Advising, Kaplan (2017); TASACLv1 Commercial Law, Kaplan (2017); Master of Applied Finance, Charles Sturt University (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Robert Bevis
On the Financial Advisers Register kept by ASIC, James Robert Bevis appears as a current financial adviser in Cambridge, Tasmania, adviser number 000308383.
The licensee James advises under is Dimension IV Wealth Partners Pty Ltd (AFS licence 543639). The current authorisation started on 17 April 2023.
According to the register, James first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2012), DFP5v3 Tax for Financial Advising (Kaplan, 2017) and TASACLv1 Commercial Law (Kaplan, 2017). James is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Robert Bevis a registered financial adviser?
Yes. James Robert Bevis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308383.
Which licensee does James Robert Bevis work under?
Dimension IV Wealth Partners Pty Ltd, Australian financial services licence 543639.
What can James Robert Bevis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.