Financial Adviser
· MANLY, NSW
James Eugene Diegelman
No disciplinary history on record with ASIC
MANLY,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245575
About James Eugene Diegelman
James Eugene Diegelman is a financial adviser based in Manly, New South Wales, with 10 years of experience in the financial services industry since 2016. James is currently authorised under Tms Private Wealth. 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 Bachelor of Business from Australian Catholic University.
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
2012
Bachelor of Business
Australian Catholic University
2015
Diploma of Financial Planning
Pinnacle Financial Services
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan Higher Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register