Financial Adviser
· MANLY, NSW
James Stefan Blaufelder
No disciplinary history on record with ASIC
MANLY,
NSW
12
Years experience
ASIC Registered · ADV 001006261
About James Stefan Blaufelder
James Stefan Blaufelder is a financial adviser based in Manly, New South Wales, with 12 years of experience in the financial services industry since 2014. James is currently authorised under Tms Private Wealth. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. James's qualifications include a Bachelor of Commerce (Finance and Financial Planning) from Deakin University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2011
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2015
Margin Lending
Stockbrokers Association
2018
Diploma of Financial Planning
KAPLAN
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Relevant Provider Exam
FASEA
Registration History
Source: ASIC Financial Advisers Register