JAMES MALLIAROS
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
1987 - Bachelor of Science - Bachelor Degree (AQF 7) - Monash University
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2013 - SMSF Specialist Advisor - Professional Designations - SMSF Association Ltd
2018 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2020 - FASEA Financial Adviser Exam - Other - Financial Adviser Standards and Ethics Authority
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.