Financial Adviser
· NORTH SYDNEY, NSW
James Edward Mcfarland
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326000
About James Edward Mcfarland
James Edward Mcfarland is a financial adviser based in North Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. James is currently authorised under The Lunar Group, operating through Stanford Brown Group. James holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). James's qualifications include a Advanced Diploma of Financial Planning from Kaplan. James is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Planning
Kaplan
2019
Fellow Chartered Financial Practitioner
Association of Financial Advisers
Registration History
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register