Financial Adviser · MENAI, NSW

James Joseph Miller

MENAI, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002600

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

James Joseph Miller is a financial adviser based in Menai, New South Wales, with 18 years of experience in the financial services industry since 2008. James is currently authorised under Count Financial Limited, operating through Count Financial. 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). James is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.

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

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2018

5 Unit CFP Certification Program

Financial Planning Association of Australia (FPA)

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2020

Master of Financial Planning

Kaplan Higher Education

2023

SMSF Specialist Advisor Program

SMSF Association

Registration History

Count Financial Limited

Nov 2022 - Present Current

Bridges Financial Services Pty Limited

Jun 2021 - May 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Dec 2008 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register