JAMES RICHARD TRETHEWIE
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
2009 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2013 - Margin Lending - Other - Mentor Education
2015 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2025 - Certified Investment Management Analyst(R) - Professional Designations - Investments and Wealth Institute
ā¹ļø 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.