Stephen James
Financial Adviser in Barangaroo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249025
- Location
- Barangaroo NSW 2000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 5 June 2020
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Macquarie University (1995); Diploma of Financial Planning, FPA (2003); Margin Lending, Kaplan Professional (2014)
- Memberships
- SPAA
- 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 Stephen James
Stephen James is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Barangaroo, New South Wales (adviser number 000249025).
Stephen provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 5 June 2020.
The register records 1999 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Bachelor of Economics (Macquarie University, 1995), Diploma of Financial Planning (FPA, 2003) and Margin Lending (Kaplan Professional, 2014). Professional memberships recorded: SPAA.
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 Stephen James a registered financial adviser?
Yes. Stephen James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249025.
Which licensee does Stephen James work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Stephen 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.