Financial Adviser
· KINGSGROVE, NSW
James Harman
No disciplinary history on record with ASIC
KINGSGROVE,
NSW
22
Years experience
ASIC Registered · ADV 000267656
James Harman is a financial adviser based in Kingsgrove, New South Wales, with 22 years of experience in the financial services industry since 2004. James is currently authorised under Templestone Financial Services, operating through Harman Advisory Service. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. James's qualifications include a Diploma of Financial Planning Services (Financial Planning) from King's International College.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding margin lending
Qualifications and Training
2000
Financial Planning Course
Tribeca
2003
Diploma of Financial Planning Services (Financial Planning)
King's International College
2008
Advanced Strategies for Self Managed Superannuation
Three Sixty
2008
Wealth Creation
- Three Sixty
2009
Superannuation & Retirement Planning
Three Sixty
Registration History
Excluding margin lending
Excluding Standard Margin Lending
BRISTOL STREET FINANCIAL SERVICES PTY LTD
AAA FINANCIAL INTELLIGENCE LTD
Source: ASIC Financial Advisers Register