Financial Adviser
· BRISBANE CITY, QLD
Jill Marguerite James
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269573
Jill Marguerite James is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry since 2018. Jill is currently authorised under Arrive Capital, operating through Arrive Wealth Management (Seq). Jill holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jill's qualifications include a Bachelor of Administration from University of Regina. Jill is a member of CPA - Certified Practising Accountants.
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
1992
Bachelor of Administration
University of Regina
2017
Advanced Diploma of Financial Planning
Monarch Institute
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. 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