JAMES GRIXTI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2019 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2019 - MLC101 Business Law - Other - Deakin University
2019 - MLC301 Principals of income tax law - Other - Deakin University
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.