Financial Adviser
· BROOKVALE, NSW
James Walker-powell
No disciplinary history on record with ASIC
BROOKVALE,
NSW
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239529
James Walker-powell is a financial adviser based in Brookvale, New South Wales, with 37 years of experience in the financial services industry since 1989. James is currently authorised under More4life Financial Services. 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 Masters of Financial Planning from Griffith University. James is a member of Associated Advisory Practices, Financial Advice Association of Australia (FAAA) and Financial Ombudsman Service Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1986
Diploma of Teaching
The Australian College of Physical Education
1988
Bachelor of Physical Education
The University of Western Australia
1999
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2018
Masters of Financial Planning
Griffith University
2019
Ethics and Professionalism in Financial Advice
Kaplan Professional