KRIS JAMES

Financial Adviser · Melbourne, VIC

Registered

KRIS JAMES is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2016, based in Melbourne, Victoria. They are authorised to provide advice under ESCALA WEALTH MANAGEMENT PTY LTD (AFSL licence #000456207). Registered qualifications on file include 2009 - BULAW3731 Income Tax Law and Practice - Other - Federation University, 2010 - BULAW 2611 Organisation Law - Other - Federation University, 2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Ballarat. Professional memberships listed: SMSF Association.

Registration Number

001241150

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2016

Registration Date

01/04/2016

Financial Services Licensee

ESCALA WEALTH MANAGEMENT PTY LTD

Licence #000456207

📚 Qualifications & Training

2009 - BULAW3731 Income Tax Law and Practice - Other - Federation University

2010 - BULAW 2611 Organisation Law - Other - Federation University

2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Ballarat

2015 - Core 1: Securities & Managed Investments Accreditation Program - Certificate (AQF 1-4) - DeakinCo & Stockbrokers and Financial Advisors Association Limited

2016 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional

2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional

2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

2023 - SMSF Regulation & Taxation (FPE020) - Professional Designations - Kaplan Higher Education

2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education

🏢 Professional Memberships

SMSF Association

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.