Financial Adviser
· ALBION, QLD
James Thomas Hepburn
No disciplinary history on record with ASIC
ALBION,
QLD
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001289593
James Thomas Hepburn is a financial adviser based in Albion, Queensland, with 4 years of experience in the financial services industry since 2022. James is currently authorised under Intergen Advisory, operating through Intergen Wealth Advisory. 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 Masters of Financial Planning from Griffith University. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Financial Planning
Griffith University
2021
Masters of Financial Planning
Griffith University
Registration History
Source: ASIC Financial Advisers Register