Financial Adviser
· HAWTHORN EAST, VIC
James Malliaros
No disciplinary history on record with ASIC
HAWTHORN EAST,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291633
James Malliaros is a financial adviser based in Hawthorn East, Victoria, with 21 years of experience in the financial services industry since 2005. James is currently authorised under Gilham Financial Management. 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 Certified Financial Planner from Financial Advice Association of Australia Limited. James is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1987
Bachelor of Science
Monash University
1990
Bachelor of Economics
Monash University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
SMSF Specialist Advisor
SMSF Association Ltd
2018
Certified Financial Planner
Financial Advice Association of Australia Limited
2020
FASEA Financial Adviser Exam
Financial Adviser Standards and Ethics Authority