JAMES LONERGAN
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2011 - Graduate Diploma in Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional
2012 - Certified Financial Planner - Professional Designations - Financial Advice Association Australian
2015 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide International Centre for Financial Services
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
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.