JAMES BARGER-BOS

Financial Adviser ยท Kings Park, SA

Registered

Registration Number

000310095

Registration Status

Registered

Location

Kings Park, SA 5034

Providing Advice Since

2007

Registration Date

01/03/2011

Financial Services Licensee

FINANCE WISE GLOBAL SECURITIES PTY LTD

Licence #000397877

๐Ÿ“š Qualifications & Training

2001 - Bachelor of Accountancy - - UniSA
2001 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - UniSA
2004 - Bachelor of Management - - UniSA
2010 - Diploma of Fincial Services - - Kaplan
2010 - Self Managed Superannuation Funds - - Kaplan
2011 - Diploma of Financial Services - - Intellitrain

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.