John James Tait
Financial Adviser in West Leederville, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000415636
- Location
- West Leederville WA 6007
- Licensee
- Core Financial Services Pty Ltd (AFSL 480009)
- Authorised since
- 23 May 2020
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), AAMC Training Group (2009); Advanced Diploma of Financial Planning, Monarch Institute (2016)
- 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 John James Tait
John James Tait is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Leederville, Western Australia (adviser number 000415636).
John provides advice as an authorised representative of Core Financial Services Pty Ltd, which holds Australian financial services licence 480009. The current authorisation started on 23 May 2020.
The register records 2011 as the year John first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AAMC Training Group, 2009) and Advanced Diploma of Financial Planning (Monarch Institute, 2016).
John 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 John James Tait a registered financial adviser?
Yes. John James Tait is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000415636.
Which licensee does John James Tait work under?
Core Financial Services Pty Ltd, Australian financial services licence 480009.
What can John James Tait 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.