Financial Adviser
· SYDNEY, NSW
James Englebrecht
No disciplinary history on record with ASIC
SYDNEY,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307845
About James Englebrecht
James Englebrecht is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. James is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. 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 University of New England.
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
2011
Bachelor of Commerce
University of New England
2026
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register