James Anthony McFall
LIFESPAN FINANCIAL PLANNING PTY LTD · Surrey Hills VIC 3127 · Advising since 2000
- 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
- 000263321
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 29 March 2017
- Principal business address
- Surrey Hills VIC 3127
- First year providing advice
- 2000
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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.
- CURRENTMar 2017 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDApr 2015 – Mar 2017THE ADVICE EXCHANGE PTY LTD · AFSL 278937
- CEASEDJan 2015 – Apr 2015GUARDIANFP PTY LIMITED · AFSL 237641
- CEASEDAug 2006 – Dec 2014CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDMar 2004 – Aug 2006GUARDIANFP PTY LIMITED · AFSL 237641
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
Margin Lending (provide advice)
Pinnacle · 2015
Self Managed Superannuation Fund Certificate
Mentor Education · 2014
Certified Financial Planner Certification Program
Financial Planning Association · 2013
Master of Commerce (Financial Planning)
University of Western Sydney · 2007
Diploma of Financial Planning
Securities Institute · 2002
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 Anthony McFall claims the profile.
Reviews
Not yet reviewed
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Contacting James Anthony McFall
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.
- 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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