JAMES CRAWFORD GREEN
Financial Adviser Ā· Hillarys, WA
š Qualifications & Training
2014 - Diploma in Financial Planning - - Kaplan Professional Planning
2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2016 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
2017 - Margin Lending Accreditation Course - - Deakin Prime
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.