Financial Adviser
· ADELAIDE, SA
James Cunningham Rowe Oliver
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255230
James Cunningham Rowe Oliver is a financial adviser based in Adelaide, South Australia, with 29 years of experience in the financial services industry since 1997. James is currently authorised under Optimal AFSL, operating through Optimal Financial Services. 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 Economics from University of Adelaide. James is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1985
Bachelor of Economics
University of Adelaide
1997
Diploma of Financial Planning
Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan