James Neville Ballin is a financial adviser based in Toowoomba, Queensland, with 13 years of experience in the financial services industry since 2013. James is currently authorised under Commoncents Advice Group, operating through Commoncents 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 Business (Applied Economics & Resources Management) from University of Southern Queensland. 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
Registration History
Aug 2025 - Present
Current
Aug 2022 - Jun 2025
Ceased
Margin Lending and Geared Facilties
Feb 2021 - Aug 2022
Ceased
SMSF, Margin Lending, Gearing, Credit.
ACCESSION3 FINANCIAL ADVISERS PTY LTD
Nov 2019 - Apr 2020
Ceased
advice on superannuation excludes all advice relating to Self-Managed Superannuation Funds.
Dec 2016 - Nov 2019
Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
SUNCORP FINANCIAL SERVICES PTY LTD
Dec 2015 - Dec 2016
Ceased
Superannuation excludes SMSF Advice
Nov 2013 - Nov 2015
Ceased
"Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."
Source: ASIC Financial Advisers Register