JAMES HARPER
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2014 - Bachelor of Commerce (Financial Accounting) - Bachelor Degree (AQF 7) - University of Western Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.