Data sourced from ASIC Financial Advisers Register
Financial Adviser · UPPER MOUNT GRAVATT, QLD

James Larwill

UPPER MOUNT GRAVATT, QLD
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245948
Currently at
Life Path Financial Solutions
Upper Mount Gravatt, QLD (firm address)
View firm profile

James Larwill is a financial adviser based in Upper Mount Gravatt, Queensland, with 10 years of experience in the financial services industry since 2016. James is currently authorised under Life Path Financial Planning, operating through Life Path Financial Solutions. 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 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Business
Queensland University of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Life Path Financial Planning Pty Ltd
Feb 2020 - Present Current
Financial Wisdom Limited
Dec 2018 - Feb 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
P3 Financial Planning Pty Ltd
Aug 2016 - Jun 2017 Ceased

Source: ASIC Financial Advisers Register