Financial Adviser
· BALLINA, NSW
James Jason Cruz
No disciplinary history on record with ASIC
BALLINA,
NSW
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247506
James Jason Cruz is a financial adviser based in Ballina, New South Wales, with 30 years of experience in the financial services industry since 1996. James is currently authorised under Evolution Advisory. 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 Diploma of Financial Planning from Deakin University. 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
2003
Diploma of Financial Planning
Deakin University
2007
Listed Product Accreditation Course (LPAC)
ASX
2021
Behavioural Finance and Investment Portfolio Management
UNE
2021
Professional Ethics
UNE
2021
Superannuation and Retirement Planning
UNE
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register