JAMES KENNETH GRAHAM
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca Australia
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca Australia
2012 - Self Managed Superannuation Funds - - Kaplan Professional Education
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Member of the Insitute of Financial Services
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.