CONTACTS

Tel: (03) 9819 1988

jim@babbage.com.au

   

AREAS OF PRACTICE

Accounting →

Financial Planning →

EDUCATION

Diploma of Financial Planning

Certified Financial Planner

Public Practice Licence from CPA

L
ET ME HELP YOU WITH MY WEALTH OF EXPERIENCE.

Jim has more than 17 years experience in the financial services industry providing advice based solutions to clients. In 1982, Jim founded Babbage & Co. From business management to financial services, Babbage & Co. provides clients with the expertise to increase their financial control, enhance productivity, and maximise the value of their business.

Jim specialises in working with businesses and individuals on a path of growth. In doing this, he will work with you and your business to tailor solutions to ensure your business grows and succeeds in the challenging business environment of today.

Jim is a Sub-Authorised Representative of Babbage Financial Services Pty Ltd, Corporate Authorised Representative No. 338175. Authorised Representative No. 230590.

QUALIFICATIONS

Jim has a Diploma of Financial Planning, is a Certified Financial Planner professional, holds a Public Practice Licence from CPA Australia and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

PROFESSIONAL MEMBERSHIPS

Jim is a CPA Australia Public Practitioner and a FPA Certified Financial Planner and abides by their code of professional conduct and ethics..

AUTHORISATIONS

Jim is authorised to provide advice and deal in the following financial products:

  • Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
  • Deposit & Payment Products;
  • Retirement Savings Accounts (“RSA”) products;
  • Debentures, Stocks or Bonds issued or proposed to be issued by a Government; and
  • Superannuation; and
  • Standard Margin Lending Facility.

 View Jim Babbage’s adviser profile here.

CONTACT ME