JAMES DAVID ROBINSON
Financial Adviser · West Leederville, WA
📚 Qualifications & Training
2009 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University
2017 - Diploma Financial Planning - - Kaplan Professional
2021 - ADvanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Association
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.