Financial Adviser
· CANBERRA, ACT
James Rodney Clark
No disciplinary history on record with ASIC
CANBERRA,
ACT
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321823
James Rodney Clark is a financial adviser based in Canberra, Australian Capital Territory, with 23 years of experience in the financial services industry since 2003. James is currently authorised under Viridian Advisory, operating through Viridian Financial Group. 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 FINSIA. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Graduate Diploma of Financial Planning
FINSIA
2008
Graduate Diploma of Applied Finance
Kaplan Professional Education
2015
Margin Lending
Kaplan Professional Education
2015
Self Managed Superannuation
Kaplan Professional Education