Financial Adviser
· TARNEIT, VIC
Ashan Pio James
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269456
Ashan Pio James is a financial adviser based in Tarneit, Victoria, with 8 years of experience in the financial services industry since 2018. Ashan is currently authorised under Finex Wealth, operating through Jamzen Financial Services. Ashan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashan's qualifications include a Master of Business from Victoria University of Technology.
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
2001
Bachelor of Business
Victoria University of Technology
2002
Master of Business
Victoria University of Technology
2016
Graduate Certificate of Financial Planning
Deakin University
2018
Diploma of Financial Planning
International Institute of Technology
2019
Ethics and Professionalism In Financial Advice
Ethics - Kaplan Professional
2022
Advanced Diploma of Financial Planning
International Institute of Technology
2025
Commercial Law
Kaplan Professional
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Interest in Managed Investment Schemes including IDPS, Securities, Retirement Savings (RSA) products, Superannuation and Life Products (a) Investment Life Insurance Products and (b) Life Risk Insurance Products.
Source: ASIC Financial Advisers Register