JAMES PATRICK RABBITT
Financial Adviser · Miranda, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - - FINSIA
2010 - Bachelor of Business (Financial Planning) with Honours Class 2B - - RMIT University
2011 - Self Managed Superannuation Funds - - Kaplan Professional Education
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.