James Rodney Clark
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000321823
- Location
- Canberra ACT 2600
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2003
- Qualifications
- Graduate Diploma of Financial Planning, FINSIA (2005); Graduate Diploma of Applied Finance, Kaplan Professional Education (2008); Margin Lending, Kaplan Professional Education (2015); Self Managed Superannuation, Kaplan Professional Education (2015)
- 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 Rodney Clark
James Rodney Clark is a financial adviser in Canberra, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000321823.
The licensee James advises under is Viridian Advisory Pty Ltd (AFS licence 476223). The current authorisation started on 1 July 2019.
According to the register, James first provided financial advice in 2003. Qualifications and training on file include Graduate Diploma of Financial Planning (FINSIA, 2005), Graduate Diploma of Applied Finance (Kaplan Professional Education, 2008) and Margin Lending (Kaplan Professional Education, 2015). James is recorded as a member of 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 Rodney Clark a registered financial adviser?
Yes. James Rodney Clark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000321823.
Which licensee does James Rodney Clark work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can James Rodney Clark 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.