JAMES DAVID BRESCIA
Financial Adviser · Edgecliff, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong
2009 - Foundation Tax Course - - The Taxation Institute Australia
2012 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2015 - Accredited Aged Care Professional - - Aged Care Steps
2022 - 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.