JAMES DIMOS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology
1998 - Master of Business (Accounting and Finance) - - Victoria University
2002 - 8 unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association of Australia Limited
2005 - Certified Financial Planner - - Financial Planning Association of Australia
2007 - ASX Accredited listed Product Adviser - Certificate (AQF 1-4) - FINSIA
2007 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP – Certified Financial Planner (FPA)
CPA Australia (CPA)
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.