JAMES MITCHELL
Financial Adviser Ā· Ballarat, VIC
š Qualifications & Training
2014 - Bachelor of Business - - La Trobe University
2016 - Master of Business Administration - Masters Degree (AQF 9) - RMIT University
2017 - Diploma of Financial Planning - - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ā¹ļø 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.