JAMES EUGENE DIEGELMAN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2012 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University
2015 - Diploma of Financial Planning - - Pinnacle Financial Services
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2021 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
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.