James Middleton

Financial Adviser

ASIC adviser number:

001307248

Qualifications and training:

2021, Master of Commerce, Masters Degree (AQF 9), University of New South Wales
2024, Accredited Aged Care Professional, Other, Aged Care Steps
2024, SuperConcepts Specialist SMSF Course, Other, SuperConcepts
2025, Certified Financial Planner, Professional Designations, Financial Advice Association of Australia (FAAA)

When adviser first provided advice:

2024

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 2, Suite 13, 201 New South Head Rd
Edgecliff NSW 2027

AFS licence holder name:

Charter Financial Planning Limited

AFS licence number:

000234665

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».