JAMES DOUGLAS BRADFORD
Financial Adviser ยท Cumberland Park, SA
๐ Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of SA
2005 - Certified Practising Accountant - Professional Designations - CPA Australia
2008 - Diploma of Financial Planning - - Kaplan
2013 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
2020 - Ethics and Professionalism in Financial advice - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
CPA Australia (CPA)
National Tax & Accountants Association
SMSF Association
โน๏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.