Jim Vass
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231554
- Location
- Parramatta NSW 2150
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 27 June 2016
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Newcastle (1990); Certified Practicing Accountant (CPA), CPA Australia (1994); Financial Services Training Package (Self-Managed Superannuation Funds), Terra Cordis (2013); Diploma of Financial Planning, AAMC Training Group (2016); Margin Lending, AAMC Training Group (2016); Chartered Accountant (CA), Chartered Accountants Australia & New Zealand (CA ANZ) (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jim Vass
Jim Vass is a financial adviser in Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000231554.
Jim provides advice as an authorised representative of GPS Wealth Ltd, which holds Australian financial services licence 254544. That authorisation dates from 27 June 2016.
According to the register, Jim first provided financial advice in 2003. The qualifications listed for Jim include Bachelor of Commerce (University of Newcastle, 1990), Certified Practicing Accountant (CPA) (CPA Australia, 1994) and Financial Services Training Package (Self-Managed Superannuation Funds) (Terra Cordis, 2013).
The authorisation covers advice 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 Jim Vass a registered financial adviser?
Yes. Jim Vass is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231554.
Which licensee does Jim Vass work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Jim Vass 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.