Financial Adviser · EDGECLIFF, NSW

James Paul Middleton

EDGECLIFF, NSW

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001307248

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About James Paul Middleton

James Paul Middleton is a financial adviser based in Edgecliff, New South Wales, with 2 years of experience in the financial services industry since 2024. James is currently authorised under Charter Financial Planning Limited, operating through Charter 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 Certified Financial Planner from Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

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

2021

Master of Commerce

University of New South Wales

2024

Accredited Aged Care Professional

Aged Care Steps

2024

SuperConcepts Specialist SMSF Course

SuperConcepts

2025

Certified Financial Planner

Financial Advice Association of Australia (FAAA)

Registration History

Charter Financial Planning Limited

Dec 2023 - 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