Financial Adviser · SUTHERLAND, NSW

James Flinn Carroll

SUTHERLAND, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249227

Currently at

Psk Financial Services Group

Sydney, NSW (firm address)

View firm profile

About James Flinn Carroll

James Flinn Carroll is a financial adviser based in Sutherland, New South Wales, with 24 years of experience in the financial services industry since 2002. James is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. 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 (CFP) from Financial Advice Association Australia (FAAA). James is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

1998

Advanced Diploma of Accounting

TAFE NSW

2004

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning Limited

2004

Diploma of Financial Services (Financial Planning)

AMP Financial Planning Limited

2006

Certified Financial Planner (CFP)

Financial Advice Association Australia (FAAA)

2010

Margin Lending and Geared Investments

Kaplan Professional

2014

ASX Listed Products Accrediation Course (LPAC)

LPAC Online Pty Ltd

Registration History

Psk Advisory Services Pty Ltd

Jul 2022 - Present Current

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

Akumin Financial Planning Pty Limited

Jan 2004 - Jul 2022 Ceased

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