JAMES ALISTAIR MALKIN
Financial Adviser · Malvern East, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2007 - Chartered Accountant - Other - Institute of Chartered Accountants of Australia
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.