JAMES HUFTON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
1997 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
1998 - Certified Financial Planner - Professional Designations - Financial Planning Association
2004 - Chartered Accountant (CA) Program - Professional Designations - The Institute of Chartered Accountants in Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Taxation Institute of Australia
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.