JAMES FLANNERY
Financial Adviser · Birtinya, QLD
📚 Qualifications & Training
2022 - Bachelor Of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Univsersity of Sunshine Coast
2023 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - SMSF Regulation and Taxation Course - Other - 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.