Vivienne Jane James
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336224
- Location
- Sydney NSW 2000
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 22 November 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Arts (Economics), University of Canberra (1980); Diploma of Financial Planning (Financial Services), Deakin University (1994); Certified Financial Planner, Financial Planning Association of Australia Limited (2003)
- 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 Vivienne Jane James
Vivienne Jane James is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000336224).
Advice is given under the Australian financial services licence of Oreana Financial Services Pty Ltd, licence number 482234. The current authorisation started on 22 November 2024.
The register records 2004 as the year Vivienne first provided financial advice. The qualifications listed for Vivienne include Bachelor of Arts (Economics) (University of Canberra, 1980), Diploma of Financial Planning (Financial Services) (Deakin University, 1994) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Vivienne Jane James a registered financial adviser?
Yes. Vivienne Jane James is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336224.
Which licensee does Vivienne Jane James work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Vivienne Jane 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.