Financial Adviser · DEVONPORT, TAS

Scott Dion James

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000315455

Currently at

Sydney, NSW

View firm profile

Scott Dion James is a financial adviser based in Devonport, Tasmania, with 19 years of experience in the financial services industry since 2007. Scott is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Financial Planning Association of Australia (FPA)

2008

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2018

SMSF Course

University of Adelaide

Registration History

Charter Financial Planning Limited

Nov 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jul 2007 - Nov 2024 Ceased

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