JAMES DANIEL SYME
Financial Adviser · Hawthorne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2012 - Diploma of Financial Services (Financial Planning) - - IIT
2012 - Margin Lending Course - - IIT
2012 - Self Managed Superannuation Funds - - IIT
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.