James Stuart Wright
Financial Adviser in Rockhampton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249084
- Location
- Rockhampton QLD 4700
- Licensee
- Welcome (Aust) Pty Ltd (AFSL 531349)
- Authorised since
- 29 October 2021
- First provided advice
- 1993
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1999); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Stuart Wright
James Stuart Wright is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rockhampton, Queensland (adviser number 000249084).
James provides advice as an authorised representative of Welcome (Aust) Pty Ltd, which holds Australian financial services licence 531349. That authorisation dates from 29 October 2021.
According to the register, James first provided financial advice in 1993. The qualifications listed for James include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1999) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
James is authorised to advise 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 Stuart Wright a registered financial adviser?
Yes. James Stuart Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249084.
Which licensee does James Stuart Wright work under?
Welcome (Aust) Pty Ltd, Australian financial services licence 531349.
What can James Stuart Wright 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.