John James Livas
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245008
- Location
- Sydney NSW 2000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1988
- Qualifications
- Graduate Diploma in Financial Planning, University of the Sunshine Coast (2003); ASX Listed Products Accreditation Course, ASX and Savings Factory (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); Fellow Chartered Financial Practitioner Program, AFA Australia (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Specialist SMSF Course, SuperConcepts & University of Adelaide (2023)
- Memberships
- Fellow Chartered Financial Practitioner (FChFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About John James Livas
John James Livas is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000245008.
The licensee John advises under is Professional Investment Services Pty Ltd (AFS licence 234951). That authorisation dates from 8 December 2003.
According to the register, John first provided financial advice in 1988. Qualifications and training on file include Graduate Diploma in Financial Planning (University of the Sunshine Coast, 2003), ASX Listed Products Accreditation Course (ASX and Savings Factory, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2010). John is recorded as a member of Fellow Chartered Financial Practitioner (FChFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 John James Livas a registered financial adviser?
Yes. John James Livas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245008.
Which licensee does John James Livas work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can John James Livas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.