Financial Adviser · MELBOURNE, VIC

James Phillip Aris

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263822

Currently at

Melbourne, VIC

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James Phillip Aris is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. James is currently authorised under Endeavor Asset Management, operating through Ffa Fp. 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 Commerce from Bond University.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce

Bond University

2017

ADVANCED DIPLOMA OF FINANCIAL PLANNING

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

KAPLAN

2020

Self Managed Superannuation Funds

KAPLAN

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Jun 2021 - Feb 2025 Ceased

Government Debentures, stocks of bonds and Securities - Class of Product advice only...

Finstyle Planning Solutions Pty. Ltd.

Feb 2021 - Jun 2021 Ceased

Matrix Planning Solutions Limited

May 2018 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register