Financial Adviser
· CANBERRA, ACT
James Paterson Bailey
No disciplinary history on record with ASIC
CANBERRA,
ACT
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300763
About James Paterson Bailey
James Paterson Bailey is a financial adviser based in Canberra, Australian Capital Territory, with 19 years of experience in the financial services industry since 2007. James is currently authorised under Evans And Partners. James holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). James's qualifications include a Graduate Diploma of Applied Finance from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
4977
Other - University of Canberra
2003
4994
Other - University of Canberra
2006
SDIA
- Stockbrokers Association of Australia
2006
The SDIA Accreditation Program
SDIA
2008
Graduate Certificate in Financial Planning
FINSIA
2008
Graduate Diploma of Applied Finance
Kaplan Professional
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register