James Walker-Powell
Financial Adviser in Brookvale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239529
- Location
- Brookvale NSW 2100
- Licensee
- MORE4LIFE Financial Services Pty Ltd (AFSL 316809)
- Authorised since
- 21 November 2007
- First provided advice
- 1989
- Qualifications
- Diploma of Teaching, The Australian College of Physical Education (1986); Bachelor of Physical Education, The University of Western Australia (1988); Diploma of Financial Planning, Financial Planning Association of Australia Limited (1999); Masters of Financial Planning, Griffith University (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Associated Advisory Practices; Financial Advice Association of Australia (FAAA); Financial Ombudsman Service Limited
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Walker-Powell
On the Financial Advisers Register kept by ASIC, James Walker-Powell appears as a current financial adviser in Brookvale, New South Wales, adviser number 000239529.
Advice is given under the Australian financial services licence of MORE4LIFE Financial Services Pty Ltd, licence number 316809. That authorisation dates from 21 November 2007.
According to the register, James first provided financial advice in 1989. The qualifications listed for James include Diploma of Teaching (The Australian College of Physical Education, 1986), Bachelor of Physical Education (The University of Western Australia, 1988) and Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1999). Professional memberships recorded: Associated Advisory Practices, Financial Advice Association of Australia (FAAA) and Financial Ombudsman Service Limited.
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 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 Walker-Powell a registered financial adviser?
Yes. James Walker-Powell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239529.
Which licensee does James Walker-Powell work under?
MORE4LIFE Financial Services Pty Ltd, Australian financial services licence 316809.
What can James Walker-Powell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.