James Daniel Syme
MORGANS FINANCIAL LIMITED · Hawthorne VIC 3122 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000436320
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MORGANS FINANCIAL LIMITED · AFSL 235410Since 9 June 2016
- Principal business address
- Hawthorne VIC 3122
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Miscellaneous investment products — MDA services
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2016 – presentMORGANS FINANCIAL LIMITED · AFSL 235410
- CEASEDJan 2014 – Apr 2016FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDMar 2013 – Nov 2013APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDJul 2011 – Jun 2012AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2024 · Bridging Course - Ethics
Advanced Diploma of Financial Planning
International Institute of Technology · 2015 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
IIT · 2012
Margin Lending Course
IIT · 2012
Self Managed Superannuation Funds
IIT · 2012
Bachelor of Commerce
Monash University · 2007 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once James Daniel Syme claims the profile.
Reviews
Not yet reviewed
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Contacting James Daniel Syme
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MORGANS FINANCIAL LIMITED · AFSL 235410
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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