James Inglis
ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD · Adelaide SA 5000 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
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
- 001005163
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD · AFSL 513690Since 10 April 2019
- Principal business address
- Adelaide SA 5000
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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
- Retirement savings account products
- 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.
- CURRENTApr 2019 – presentADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD · AFSL 513690
- CEASEDSep 2011 – Feb 2019MACQUARIE EQUITIES LIMITED · AFSL 237504
- CEASEDJul 2009 – Jul 2011MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD · AFSL 240813
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
Graduate Certificate in Applied Finance
Kaplan Professional Education · 2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education · 2007
Bachelor of Commerce (Corporate Finance)
University of Adelaide · 2004
Bachelor of Business
University of South Australia · 1999
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 Inglis claims the profile.
Reviews
Not yet reviewed
No client has reviewed James Inglis on Souffle yet.
Contacting James Inglis
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ADELAIDE WEALTH MANAGEMENT (AUST) PTY LTD · AFSL 513690
- 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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