JAMES O'KANE
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1992 - Graduate Diploma Business Management - Graduate Diploma (AQF 8) - Edith Cowan University
2008 - Accredited Derivatives Adviser - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2011 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deakin Prime/ Stockbrokers Association of Australia
2014 - Foundations of Financial Planning Part A: General Knowledge - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2015 - Foundations of Financial Planning Part B: Financial Planning - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
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.