JAMES BENEDICT HERRIMAN
Financial Adviser · Unley, SA
📚 Qualifications & Training
2000 - Bachelor of Business (Banking & Finance) - - University of South Australia
2005 - Graduate Certificate in Applied Finance & Investment - - Securities Institute
2006 - Graduate Diploma in Financial Planning - - Securities Institute
2010 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA)
2011 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
🏢 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.