Financial Adviser · NEWCASTLE, NSW

James Edward Millard

NEWCASTLE, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000469010

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About James Edward Millard

James Edward Millard is a financial adviser based in Newcastle, New South Wales, with 19 years of experience in the financial services industry since 2007. James is currently authorised under Synchron Advice. 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 Bachelor of Commerce from The University of Newcastle. James is a member of Financial Advice Association of Australia (FAAA).

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

2005

Bachelor of Commerce

The University of Newcastle

2007

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2010

Self Managed Superannuation Funds

Kaplan Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Nov 2014 - Present Current

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

May 2007 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register