Financial Adviser · DUNSBOROUGH, WA

James Patrick Menezies

DUNSBOROUGH, WA

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000314892

Currently at

Menezies Wealth

Dunsborough, WA (firm address)

View firm profile

James Patrick Menezies is a financial adviser based in Dunsborough, Western Australia, with 20 years of experience in the financial services industry since 2006. James is currently authorised under Wealth Collective Adviser Services, operating through Menezies Wealth. 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 Bachelor of Economics from University of Western Australia. 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

2005

Bachelor of Economics

University of Western Australia

2007

Diploma of Financial Services (Financial Planning) FNS50804

Kaplan

2010

Margin Lending & Geared Investments

Kaplan

2012

Advanced Diploma of Financial Services (Financial Planning) FNS60404

Kaplan

2012

Self Managed Superannuation Funds

Kaplan

Registration History

Wealth Collective Adviser Services Pty Ltd

Aug 2022 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Aug 2016 - Aug 2022 Ceased

Not authorised in SMSF

Charter Financial Planning Limited

Dec 2013 - Aug 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Apr 2012 - Dec 2013 Ceased

BEPAD PTY LTD

Mar 2006 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register