JAMES PATRICK MENEZIES
Financial Adviser · Dunsborough, WA
📚 Qualifications & Training
2005 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia
2007 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
2010 - Margin Lending & Geared Investments - Other - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan
2012 - Self Managed Superannuation Funds - Other - 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.