JAMES PANVELIWALA
Financial Adviser · Norwood, SA
📚 Qualifications & Training
2001 - Entry Level Competencies - - Tribeca
2001 - Risk Management - - Tribeca
2002 - Investment Planning 1 - - Financial Planning Association
2002 - Superannuation and Retirement Planning - - Tribeca
2011 - Margin Lending and Geared Investments - - Kaplan
🏢 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.