JAMES NATHAN PETTERSON
Financial Adviser · Ferny Hills, QLD
📚 Qualifications & Training
2009 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology (IIT)
2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self Managed Superannuation Funds - - Kaplan
2014 - Margin Lending and Geared Investments - - Kaplan
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.