JAMES INGLIS
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1999 - Bachelor of Business - - University of South Australia
2004 - Bachelor of Commerce (Corporate Finance) - - University of Adelaide
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2009 - Graduate Certificate in Applied Finance - - Kaplan Professional Education
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.