JAMES HORSLEY
Financial Adviser ยท Sanctuary Cove, QLD
๐ Qualifications & Training
2013 - Bachelor of Economics with Major in International Trade and Finance - Bachelor Degree (AQF 7) - University of Queensland
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle
2021 - Certified Financial Planner CFP - Professional Designations - FAAA
2025 - Ethics FPC002B - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.