JAMES ISRAEL
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2013 - Bachelor of Commerce - - University of New South Wales
2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNSW
2015 - Diploma of Financial Planning - - Kaplan
2016 - Core 1 Securities & Managed Investments - Diploma (AQF 5) - Stockbrokers Association
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - TFA Tax for Financial Advising - Other - Kaplan Higher Education Pty Ltd
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.