Financial Adviser
· RICHMOND, VIC
James Thomas Wheatley
No disciplinary history on record with ASIC
RICHMOND,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001623
Currently at
Richmond, VIC (firm address)
James Thomas Wheatley is a financial adviser based in Richmond, Victoria, with 15 years of experience in the financial services industry since 2011. James is currently authorised under Wpfp Group, operating through The Trustee For Wilson Pateras Financial Services Trust. 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 The University of Melbourne. 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
The University of Melbourne
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education