JAMES IVAN WEIR
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2013 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
š¢ Professional Memberships
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.