Financial Adviser
· CANTERBURY, VIC
James Leslie Black
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001314669
James Leslie Black is a financial adviser based in Canterbury, Victoria, with 1 year of experience in the financial services industry since 2025. James is currently authorised under Lifestyle Asset Management. 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 Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Restrictions: Restriction on providing advice for SMSF establishment.
Authorised to provide tax financial advice services
Qualifications and Training
2019
Graduate Cerificate of Management
AIM
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Restriction on providing advice for SMSF establishment.
Source: ASIC Financial Advisers Register