James Sherwood
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006893
- Location
- Brisbane City QLD 4000
- Licensee
- Futuro Financial Services Pty Ltd (AFSL 238478)
- Authorised since
- 22 May 2018
- First provided advice
- 2015
- Qualifications
- Graduate Certificate of Business Administration, Griffith University (2013); Diploma of Financial Planning, International Institute of Technology (2015); Master of Business Administration, Griffith University (2015); Self Managed Superannuation Funds, Kaplan Professional (2018); Accredited Listed Product Adviser Program, Kaplan Professional (2019); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Griffith University (2023)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About James Sherwood
James Sherwood is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001006893.
The licensee James advises under is Futuro Financial Services Pty Ltd (AFS licence 238478). The current authorisation started on 22 May 2018.
According to the register, James first provided financial advice in 2015. Qualifications and training on file include Graduate Certificate of Business Administration (Griffith University, 2013), Diploma of Financial Planning (International Institute of Technology, 2015) and Master of Business Administration (Griffith University, 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 Sherwood a registered financial adviser?
Yes. James Sherwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006893.
Which licensee does James Sherwood work under?
Futuro Financial Services Pty Ltd, Australian financial services licence 238478.
What can James Sherwood 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; derivatives.