James Shaw
Financial Adviser in Pascoe Vale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002228
- Location
- Pascoe Vale VIC 3044
- Licensee
- Intergenerational Wealth Group Pty Ltd (AFSL 537486)
- Authorised since
- 16 September 2024
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Financial Planning), University of Canberra (2011); Margin Lending & Geared Investments, Kaplan (2012); SMSF Core Course, DBA Network Pty Ltd (2017); Accredited Aged Care Professional, Aged Care Steps (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Shaw
On the Financial Advisers Register kept by ASIC, James Shaw appears as a current financial adviser in Pascoe Vale, Victoria, adviser number 001002228.
Advice is given under the Australian financial services licence of Intergenerational Wealth Group Pty Ltd, licence number 537486. That authorisation dates from 16 September 2024.
According to the register, James first provided financial advice in 2012. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (University of Canberra, 2011), Margin Lending & Geared Investments (Kaplan, 2012) and SMSF Core Course (DBA Network Pty Ltd, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Shaw a registered financial adviser?
Yes. James Shaw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002228.
Which licensee does James Shaw work under?
Intergenerational Wealth Group Pty Ltd, Australian financial services licence 537486.
What can James Shaw give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; retirement savings accounts.