JAMES MCGREGOR
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1988 - Bachelor of Arts (Economics) - - University of New England
1990 - Graduate Diploma in Applied Finance and Investment - - Financial Services Institute of Australasia
1993 - Diploma of Financial Planning - - Deakin University
1994 - Certified Financial Planner CFP - - Financial Planning Association of Australia
2005 - Self Managed Superannuation Funds - - Tribecca Learning(Aust)
🏢 Professional Memberships
Chartered Institute for Securities & Investment (CISI)
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.