Data sourced from ASIC Financial Advisers Register
Financial Adviser · FORTITUDE VALLEY, QLD

James Weyler

FORTITUDE VALLEY, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004416
Currently at
Ep Financial Services
Bundall, QLD (firm address)
View firm profile

About James Weyler

James Weyler is a financial adviser based in Fortitude Valley, Queensland, with 12 years of experience in the financial services industry since 2014. James is currently authorised under Ep Financial Services. 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 from Financial Advice Association of Australia. 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

Restrictions: Managed Discretionary Accounts (Advice and Arrange only)

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of International Relations (Business)
Bond University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2016
Certified Financial Planner
Financial Advice Association of Australia
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Ep Financial Services Pty Ltd
Mar 2026 - Present Current
Managed Discretionary Accounts (Advice and Arrange only)
Spark Advisors Australia Pty Ltd
Jan 2025 - Dec 2025 Ceased
Unisuper Management Pty. Ltd.
Apr 2018 - Nov 2024 Ceased
Shadforth Financial Group Limited
May 2016 - May 2018 Ceased
Can provide advice in Superannuation except for Self Managed Superannuation Funds.
Shadforth Financial Group Limited
Sep 2014 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register