Jason Macintyre James
Financial Adviser in Port Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263543
- Location
- Port Adelaide SA 5015
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 24 April 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Economics, University of Adelaide (2012); Bachelor of Finance, University of Adelaide (2012); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2019); SuperConcepts Specialist SMSF Course, University of Adelaide (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Macintyre James
Jason Macintyre James is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Adelaide, South Australia (adviser number 001263543).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 24 April 2018.
According to the register, Jason first provided financial advice in 2018. The qualifications listed for Jason include Bachelor of Economics (University of Adelaide, 2012), Bachelor of Finance (University of Adelaide, 2012) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jason Macintyre James a registered financial adviser?
Yes. Jason Macintyre James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263543.
Which licensee does Jason Macintyre James work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jason Macintyre James 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."