JAMES JOHN CONNELLAN
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
2021 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2025 - Introduction to SMSFs - Other - Accurium Education
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.