Financial Adviser · NORTH ADELAIDE, SA

James Edward Bolingbroke

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270138
Currently at
North Adelaide, SA

James Edward Bolingbroke is a financial adviser based in North Adelaide, South Australia, with 8 years of experience in the financial services industry since 2018. James is currently authorised under Merlea Investments, operating through Jbac Investment Partners. 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 Applied Finance from University of South Australia. 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

2010
Bachelor of Applied Finance
University of South Australia
2015
Advanced Diploma of Financial Planning
Pinnacle
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jul 2021 - Present Current
Dec 2018 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register