Financial Adviser
· BELMONT, NSW
James Charles Clifton
No disciplinary history on record with ASIC
BELMONT,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318631
About James Charles Clifton
James Charles Clifton is a financial adviser based in Belmont, New South Wales, with 19 years of experience in the financial services industry since 2007. James is currently authorised under Australian Mortgage And Financial Advisers, operating through The Financial Planning Company. 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 Kaplan.
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)
Kaplan
2011
Margin Lending and Geard Investments
Kaplan
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan