Financial Adviser · NUNAWADING, VIC

James Hamilton Tate

NUNAWADING, VIC

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001300939

Licensee

Advocate Advisory

Melbourne, VIC (licence address on ASIC register)

View licensee

About James Hamilton Tate

James Hamilton Tate is a financial adviser based in Nunawading, Victoria, with 3 years of experience in the financial services industry since 2023. James is currently authorised under Advocate Advisory. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James holds a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Advocate Advisory Pty. Ltd.

Dec 2022 - Present Current

Source: ASIC Financial Advisers Register