James Rundle
Financial Adviser in Balaklava, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000364503
- Location
- Balaklava SA 5461
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 11 March 2025
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), RG146 Training Australia Pty Ltd (2010); MAI769 Ethics for Financial Services, Deakin University (2022); TASACL Commerial Law, Kaplan Professional (2025); TFA Tax for Financial Advising, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- One off licensee approval is required for products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About James Rundle
James Rundle is a financial adviser in Balaklava, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000364503.
The licensee James advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). The current authorisation started on 11 March 2025.
The register records 2010 as the year James first provided financial advice. The qualifications listed for James include Diploma of Financial Services (Financial Planning) (RG146 Training Australia Pty Ltd, 2010), MAI769 Ethics for Financial Services (Deakin University, 2022) and TASACL Commerial Law (Kaplan Professional, 2025).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is James Rundle a registered financial adviser?
Yes. James Rundle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000364503.
Which licensee does James Rundle work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can James Rundle 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. It also records this restriction: "One off licensee approval is required for products which are either not on the approved product list or Derivatives."