JAMES MORRELL HAND

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

000260507

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

1994

Registration Date

25/03/2015

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

πŸ“š Qualifications & Training

1998 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏒 Professional Memberships

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.