Australian Financial Services Licence (AFSL) Manager
James Sutherland is a veteran within financial services with many years’ experience as both financial adviser & manager of an Australian Financial Service License.
James brings these experiences to KDM Financial and Estate Planning, overseeing the important area of compliance and many other aspects of the KDM licensee business.
- AFSL Manager at KDM Financial & Estate Planning, 2020 – Current
- Mentor and Partner at UEM Wealth, 2018 – 2020
- Brand Ambassador at Think Caddie, 2019 – 2020
- Founder and CEO at myonlineadvisers, 2012 – 2019
- Financial Strategist at Posh Dosh, 1982 – 2019
- Social Media Director at Association of Financial Advisers, 2011 – 2015
- Fellow Chartered Financial Practitioner with the Association of Financial Advisers
- Advanced Diploma of Financial Services, Financial Planning at Kaplan Australia