Financial Adviser
· CAMBRIDGE, TAS
James Robert Bevis
No disciplinary history on record with ASIC
CAMBRIDGE,
TAS
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308383
James Robert Bevis is a financial adviser based in Cambridge, Tasmania, with 14 years of experience in the financial services industry since 2012. James is currently authorised under Dimension Iv Wealth Partners. 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 Master of Applied Finance from Charles Sturt 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology
2017
DFP5v3 Tax for Financial Advising
Kaplan
2017
TASACLv1 Commercial Law
Kaplan
2025
Master of Applied Finance
Charles Sturt University
Registration History
Source: ASIC Financial Advisers Register