Stephen James
LIFESPAN FINANCIAL PLANNING PTY LTD · North Strathfield NSW 2137 · Advising since 1999
- 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
- 000249025
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 5 June 2020
- Principal business address
- North Strathfield NSW 2137
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- SPAA
- 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 discretionary account (MDA) services
- 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.
- CURRENTJun 2020 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDNov 2017 – Jun 2020MYPLANNER PROFESSIONAL SERVICES PTY LTD · AFSL 425542
- CEASEDNov 2015 – Nov 2017A.C.N. 140 520 225 PTY LTD · AFSL 345905
- CEASEDApr 2014 – Oct 2015APS MELB PTY LTD · AFSL 225982
- CEASEDJan 2004 – Mar 2011AKUMIN 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
Diploma of Financial Planning
Kaplan Professional · 2014 · Diploma (AQF 5)
Margin Lending - Knowledge & Skills
Kaplan Professional · 2014 · Certificate (AQF 1-4)
Diploma of Financial Planning
FPA · 2003 · Advanced Diploma (AQF 6)
Bachelor of Economics
Macquarie University · 1995 · 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 Stephen James claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stephen James on Souffle yet.
Contacting Stephen James
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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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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