Financial Adviser
· EAST PERTH, WA
James Oliver Rees
No disciplinary history on record with ASIC
EAST PERTH,
WA
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287564
Currently at
Perth, WA (firm address)
James Oliver Rees is a financial adviser based in East Perth, Western Australia, with 21 years of experience in the financial services industry since 2005. James is currently authorised under Rmblack, operating through The Trustee For R M Black Morgan Management Unit Trust. 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 Diploma of Financial Services (Financial Planning) from The Securities Institute of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
The Securities Institute of Australia
2008
ADA2
KAPLAN
2010
Margin Lending
Stockbrokers Association of Australia
2017
DFP5v2 Tax for Financial Advising
KAPLAN
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
Registration History
Source: ASIC Financial Advisers Register