JAMES BERNARD MARSHALL
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
2011 - Margin Lending Accreditation - Other - Financial Essentials
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Stuart University
2017 - Certified Financial Planner - Professional Designations - FPA
2019 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.