JAMES LARWILL

Financial Adviser ยท Upper Mt Gravatt, QLD

Registered

Registration Number

001245948

Registration Status

Registered

Location

Upper Mt Gravatt, QLD 4122

Providing Advice Since

2016

Registration Date

18/12/2018

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2014 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
2016 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.