JAMES KALUSCHKE

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001269171

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2018

Registration Date

12/11/2018

Financial Services Licensee

ORD MINNETT LIMITED

Licence #000237121

๐Ÿ“š Qualifications & Training

2016 - Margin Lending - - Stockbrokers Association
2016 - RG146 - - Stockbrokers Association
2017 - Bachelor of Commerce - - University of QLD
2018 - ADA 1 & 2 - - Stockbrokers Association
2021 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

โ„น๏ธ 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.