James William Duffell
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008096
- Location
- Sydney NSW 2000
- Licensee
- Macquarie Bank Limited (AFSL 237502)
- Authorised since
- 5 July 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of Economics (Economics and Marketing), University of Sydney (2003); Master of Commerce (International Business and Marketing), University of Sydney (2005); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Tier 2 Deposit Products and Non-cash Payment Facilities Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2016); Graduate Diploma of Financial Planning., Kaplan Higher Education Pty Limited (2024); Tax for Financial Advising, 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
- Tax (financial) advice
- Yes
- Register status
- Current
About James William Duffell
On the Financial Advisers Register kept by ASIC, James William Duffell appears as a current financial adviser in Sydney, New South Wales, adviser number 001008096.
The licensee James advises under is Macquarie Bank Limited (AFS licence 237502). That authorisation dates from 5 July 2021.
According to the register, James first provided financial advice in 2007. Qualifications and training on file include Bachelor of Economics (Economics and Marketing) (University of Sydney, 2003), Master of Commerce (International Business and Marketing) (University of Sydney, 2005) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 William Duffell a registered financial adviser?
Yes. James William Duffell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008096.
Which licensee does James William Duffell work under?
Macquarie Bank Limited, Australian financial services licence 237502.
What can James William Duffell 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.