Financial Adviser
· PARRAMATTA, NSW
Jim Vass
No disciplinary history on record with ASIC
PARRAMATTA,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231554
About Jim Vass
Jim Vass is a financial adviser based in Parramatta, New South Wales, with 23 years of experience in the financial services industry since 2003. Jim is currently authorised under GPS Wealth, operating through Atb Wealth Strategies. Jim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jim's qualifications include a Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Commerce
University of Newcastle
1994
Certified Practicing Accountant (CPA)
CPA Australia
2013
Financial Services Training Package (Self-Managed Superannuation Funds)
Terra Cordis
2016
Diploma of Financial Planning
AAMC Training Group
2016
Margin Lending
AAMC Training Group
2018
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education