JAMES DESMOND GREENTREE
Financial Adviser · Eight Mile Plains, QLD
📚 Qualifications & Training
1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
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.