Financial Adviser · MALVERN, VIC

James Scott Mansfield

MALVERN, VIC

34 Years experience

Tax advice
authorised

ASIC Registered · ADV 000236687

Currently at

Jsm Management

Malvern, VIC (firm address)

View firm profile

James Scott Mansfield is a financial adviser based in Malvern, Victoria, with 34 years of experience in the financial services industry since 1992. James is currently authorised under Jsm 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 FPA. 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

1992

NAFM Financial Planning Accreditation

Securities Institute of Australia

1998

Certified Financial Planner

FPA

1998

Diploma of Financial Planning

Deakin University/FPA

2006

SMSF Specialist Adviser

SMSF Association

Registration History

Jsm Management Pty Ltd

Dec 2017 - Present Current

Now Financial Group Pty Limited

Aug 2012 - Dec 2017 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2006 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register