JAMES PAUL MIDDLETON
Financial Adviser · Edgecliff, NSW
📚 Qualifications & Training
2021 - Master of Commerce - Masters Degree (AQF 9) - University of New South Wales
2024 - Accredited Aged Care Professional - Other - Aged Care Steps
2024 - SuperConcepts Specialist SMSF Course - Other - SuperConcepts
2025 - Certified Financial Planner - Professional Designations - 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.