Financial Adviser
· ST LUCIA, QLD
James Ian William Proud
No disciplinary history on record with ASIC
ST LUCIA,
QLD
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001317569
James Ian William Proud is a financial adviser based in St Lucia, Queensland, with 1 year of experience in the financial services industry since 2025. James is currently authorised under Legacy Financial Planning. 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 Commerce with majors in accounting and finance from The University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2024
Bachelor of Commerce with majors in accounting and finance
The University of Queensland
2024
FASEA Ethics Exam
ASIC
2024
Graduate Diploma of Financial Planning
Kaplan