Financial Adviser
· WEST LEEDERVILLE, WA
John James Tait
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415636
John James Tait is a financial adviser based in West Leederville, Western Australia, with 15 years of experience in the financial services industry since 2011. John is currently authorised under Core Financial Services. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Advanced Diploma of Financial Planning from Monarch Institute.
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
2009
Diploma of Financial Services (Financial Planning)
AAMC Training Group
2016
Advanced Diploma of Financial Planning
Monarch Institute
Registration History
Same as Licensee excluding Margin Lending and Securities
Source: ASIC Financial Advisers Register