Financial Adviser
· PASCOE VALE, VIC
James Shaw
No disciplinary history on record with ASIC
PASCOE VALE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002228
Practice
Pascoe Vale, VIC (practice address on ASIC register)
Licensed through Intergenerational Wealth Group
About James Shaw
James Shaw is a financial adviser based in Pascoe Vale, Victoria, with 14 years of experience in the financial services industry since 2012. James works at Intergenerational Wealth, which is licensed through Intergenerational Wealth Group. James holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Commerce (Financial Planning) from University of Canberra.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Financial Planning)
University of Canberra
2012
Margin Lending & Geared Investments
Kaplan
2017
SMSF Core Course
DBA Network Pty Ltd
2018
Accredited Aged Care Professional
Aged Care Steps
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register