Financial Adviser
· SURFERS PARADISE, QLD
James Ridley
No disciplinary history on record with ASIC
SURFERS PARADISE,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235329
James Ridley is a financial adviser based in Surfers Paradise, Queensland, with 11 years of experience in the financial services industry since 2015. James is currently authorised under Atlas Wealth Group. James holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Commerce from Griffith University. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
Griffith University
2016
Advanced Diploma of Financial Planning
Monarch Institute
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Exam
FASEA
Registration History
ATLAS WEALTH MANAGEMENT PTY LTD
PROFESSIONAL REPRESENTATIVES PTY LTD
Source: ASIC Financial Advisers Register