JAMES PETER PASTELLAS
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
1981 - Bachelor of Commerce - - University of Queensland
1994 - Masters of Business - - Queensland University of Technology (QUT)
2000 - Certified Financial Planner - - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.