JAMES ANTHONY MCFALL
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
2002 - Diploma of Financial Planning - - Securities Institute
2007 - Master of Commerce (Financial Planning) - - University of Western Sydney
2013 - Certified Financial Planner Certification Program - - Financial Planning Association
2014 - Self Managed Superannuation Fund Certificate - - Mentor Education
2015 - Margin Lending (provide advice) - - Pinnacle
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.