JAMES DARLING

Financial Adviser ยท Killarney Vale, NSW

Registered

Registration Number

001234988

Registration Status

Registered

Location

Killarney Vale, NSW 2261

Providing Advice Since

2012

Registration Date

01/07/2019

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2008 - Bachelor of Commerce (Financial Accounting) - Bachelor Degree (AQF 7) - University Newcastle
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional
2016 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.