Financial Adviser · CROWS NEST, NSW

James Eric Henry Willis

CROWS NEST, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248732

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About James Eric Henry Willis

James Eric Henry Willis is a financial adviser based in Crows Nest, New South Wales, with 25 years of experience in the financial services industry since 2001. James is currently authorised under Akumin Financial Planning. 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

AMP Limited

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2010

SMSF Specialist Advisor Program

SMSF Association

2015

Certificate IV in Finance and Mortgage Broking

The National Finance Institute

2016

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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

Source: ASIC Financial Advisers Register