Financial Adviser · AVOCA BEACH, NSW

James Mohi Tarawhiti

AVOCA BEACH, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004027

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About James Mohi Tarawhiti

James Mohi Tarawhiti is a financial adviser based in Avoca Beach, New South Wales, with 19 years of experience in the financial services industry since 2007. James is currently authorised under Count Financial Limited, operating through Count Financial. 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 Mentor Education. 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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning

Mentor Education

2012

Certificate IV in Finance and Mortgage Broking

The National Finance Institute

Registration History

Count Financial Limited

Dec 2021 - Present Current

Commonwealth Financial Planning Limited

May 2020 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities and Standard Margin Lending Facility.

Commonwealth Financial Planning Limited

Feb 2008 - Jul 2019 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register