Financial Adviser
· BELLA VISTA, NSW
James Parame
No disciplinary history on record with ASIC
BELLA VISTA,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409072
James Parame is a financial adviser based in Bella Vista, New South Wales, with 15 years of experience in the financial services industry since 2011. James is currently authorised under Advisory Circle. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business
2013
Margin Lending
Kaplan Professional
2014
Self Managed Super Funds
IIT
2015
Certified Financial Planner
Financial Advice Association of Australia
2024
SMSF Specialist Adviser
SMSF Association Australia
Registration History
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised to provide personal financial product advice to retail clients on MDA Services
MAGNITUDE GROUP PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register