JAMES HARMAN
Financial Adviser Ā· Kingsrove, NSW
š Qualifications & Training
2000 - Financial Planning Course - - Tribeca
2003 - Diploma of Financial Planning Services (Financial Planning) - - King's International College
2008 - Advanced Strategies for Self Managed Superannuation - - Three Sixty
2008 - Wealth Creation - Retierment Planning - - Three Sixty
2009 - Superannuation & Retirement Planning - - Three Sixty
ā¹ļø 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.