Michael Paul Ian James
Financial Adviser in Wayville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001728
- Location
- Wayville SA 5034
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 1 October 2021
- First provided advice
- 2001
- Qualifications
- Degree of Bachelor Of Arts, University of Liverpool (1994); Diploma of Financial Planning, Deakin University, FPA (2001); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2003); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Paul Ian James
Michael Paul Ian James is a financial adviser in Wayville, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001001728.
The licensee Michael advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). The current authorisation started on 1 October 2021.
According to the register, Michael first provided financial advice in 2001. The qualifications listed for Michael include Degree of Bachelor Of Arts (University of Liverpool, 1994), Diploma of Financial Planning (Deakin University, FPA, 2001) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2003). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael Paul Ian James a registered financial adviser?
Yes. Michael Paul Ian James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001728.
Which licensee does Michael Paul Ian James work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Michael Paul Ian 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; standard margin lending; derivatives; foreign exchange contracts.