JAMES PATRICK GORDON
Financial Adviser · Coorparoo, QLD
📚 Qualifications & Training
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education
2019 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of New England
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.