James Wrigley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297183
- Location
- Melbourne VIC 3000
- Licensee
- First Financial Pty Ltd (AFSL 481098)
- Authorised since
- 1 March 2016
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Melbourne (2005); Certificate IV in Superannuation, ASFA (2006); Graduate Diploma of Applied Finance (Financial Planning), Kaplan Professional Education (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2011); Certified Financial Planner (CFP), Financial Planning Association of Australia (2013); FPC002B, Kaplan (2024)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Wrigley
On the Financial Advisers Register kept by ASIC, James Wrigley appears as a current financial adviser in Melbourne, Victoria, adviser number 000297183.
James provides advice as an authorised representative of First Financial Pty Ltd, which holds Australian financial services licence 481098. The current authorisation started on 1 March 2016.
The register records 2012 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Commerce (University of Melbourne, 2005), Certificate IV in Superannuation (ASFA, 2006) and Graduate Diploma of Applied Finance (Financial Planning) (Kaplan Professional Education, 2010). James is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Wrigley a registered financial adviser?
Yes. James Wrigley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297183.
Which licensee does James Wrigley work under?
First Financial Pty Ltd, Australian financial services licence 481098.
What can James Wrigley 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.