James Thomas Fenwicke
Financial Adviser in North Sydney, New South Wales, Australia
Review James Thomas Fenwicke
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000336323
- Location
- North Sydney NSW 2060
- Licensee
- Fenwicke Financial Services Pty Ltd (AFSL 515738)
- Authorised since
- 26 July 2019
- First provided advice
- 2009
- Qualifications
- Bachelor of Economics, Sydney University (1988); Graduate Diploma in Applied Finance and Investment, The Securities Institute Australia (1991); Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia Ltd (2012); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James Thomas Fenwicke
James Thomas Fenwicke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000336323).
James provides advice as an authorised representative of Fenwicke Financial Services Pty Ltd, which holds Australian financial services licence 515738. The current authorisation started on 26 July 2019.
The register records 2009 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Economics (Sydney University, 1988), Graduate Diploma in Applied Finance and Investment (The Securities Institute Australia, 1991) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed James Thomas Fenwicke here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Thomas Fenwicke a registered financial adviser?
Yes. James Thomas Fenwicke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336323.
Which licensee does James Thomas Fenwicke work under?
Fenwicke Financial Services Pty Ltd, Australian financial services licence 515738.
What can James Thomas Fenwicke 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.