James Scott Mansfield
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236687
- Location
- Malvern VIC 3144
- Licensee
- JSM Management Pty Ltd (AFSL 502629)
- Authorised since
- 18 December 2017
- First provided advice
- 1992
- Qualifications
- NAFM Financial Planning Accreditation, Securities Institute of Australia (1992); Certified Financial Planner, FPA (1998); Diploma of Financial Planning, Deakin University/FPA (1998); SMSF Specialist Adviser, SMSF Association (2006)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Scott Mansfield
James Scott Mansfield is a financial adviser in Malvern, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000236687.
Advice is given under the Australian financial services licence of JSM Management Pty Ltd, licence number 502629. That authorisation dates from 18 December 2017.
According to the register, James first provided financial advice in 1992. The qualifications listed for James include NAFM Financial Planning Accreditation (Securities Institute of Australia, 1992), Certified Financial Planner (FPA, 1998) and Diploma of Financial Planning (Deakin University/FPA, 1998). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Scott Mansfield a registered financial adviser?
Yes. James Scott Mansfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236687.
Which licensee does James Scott Mansfield work under?
JSM Management Pty Ltd, Australian financial services licence 502629.
What can James Scott Mansfield 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.