JAMES BRISTOW
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2009 - Post Graduate Diploma in Applied Finance - - Kaplan
2011 - RG 146 Margin Lending Accreditation - - Kaplan
2013 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Kaplan
2014 - ADA Level 1 - - Kaplan
🏢 Professional Memberships
Tax Practitioners Board
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.