Jill Marguerite James
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269573
- Location
- Brisbane City QLD 4000
- Licensee
- Arrive Capital Pty Ltd (AFSL 525758)
- Authorised since
- 24 March 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Administration, University of Regina (1992); Advanced Diploma of Financial Planning, Monarch Institute (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- Memberships
- CPA - Certified Practising Accountants
- 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 Jill Marguerite James
Jill Marguerite James is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001269573.
Jill provides advice as an authorised representative of Arrive Capital Pty Ltd, which holds Australian financial services licence 525758. That authorisation dates from 24 March 2021.
According to the register, Jill first provided financial advice in 2018. The qualifications listed for Jill include Bachelor of Administration (University of Regina, 1992), Advanced Diploma of Financial Planning (Monarch Institute, 2017) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2023). Jill is recorded as a member of CPA – Certified Practising Accountants.
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 Jill Marguerite James a registered financial adviser?
Yes. Jill Marguerite James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269573.
Which licensee does Jill Marguerite James work under?
Arrive Capital Pty Ltd, Australian financial services licence 525758.
What can Jill Marguerite 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.