JAMES JOSEPH MILLER
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2023 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
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.