Financial Adviser
· HAMILTON, QLD
James Burgin
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246795
James Burgin is a financial adviser based in Hamilton, Queensland, with 10 years of experience in the financial services industry since 2016. James is currently authorised under Lythgo Crew Wealth Management. 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 Bachelor of Business (Finance) from Queensland University Of Technology. 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Business (Finance)
Queensland University Of Technology
2015
Business Law and Ethics
Queensland University of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
2025
Taxation for Financial Planning
Kaplan