JAMES MICHAEL BRISCOE

Financial Adviser ยท Surfers Paradise, QLD

Registered

Registration Number

001305848

Registration Status

Registered

Location

Surfers Paradise, QLD 4217

Providing Advice Since

2023

Registration Date

23/08/2024

Financial Services Licensee

LIFESTYLE ASSET MANAGEMENT PTY LTD

Licence #000288421

๐Ÿ“š Qualifications & Training

2014 - Bachelor of Arts in Economics - Bachelor Degree (AQF 7) - Manchester Metropolitan University
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.