JAMES MITCHELL ALEXANDER

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001302887

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2023

Registration Date

24/03/2023

Financial Services Licensee

ALMAN PARTNERS PTY. LTD.

Licence #000222107

๐Ÿ“š Qualifications & Training

2012 - Bachelor of Business (Finance, Management) - Bachelor Degree (AQF 7) - QUT
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2025 - CFP Professional - Professional Designations - Financial Advice Association of Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.