James Weir
Financial Adviser in Altona, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007546
- Location
- Altona VIC 3018
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 5 November 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Agricultural Sciences, La Trobe University (2014); Bachelor of Business, LaTrobe University (2014); Self Managed Superannuation Funds, Kaplan (2016); Provide advice in Securitie, Kaplan (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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 Weir
James Weir is a financial adviser in Altona, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001007546.
James provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. That authorisation dates from 5 November 2021.
According to the register, James first provided financial advice in 2015. The qualifications listed for James include Bachelor of Agricultural Sciences (La Trobe University, 2014), Bachelor of Business (LaTrobe University, 2014) and Self Managed Superannuation Funds (Kaplan, 2016).
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.
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Questions people ask
Is James Weir a registered financial adviser?
Yes. James Weir is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007546.
Which licensee does James Weir work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can James Weir 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.