JAMES ROBB

Financial Adviser · Melbourne, VIC

Registered

JAMES ROBB is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2004, based in Melbourne, Victoria. They are authorised to provide advice under JBWERE LTD (AFSL licence #000341162). Registered qualifications on file include 2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited, 2017 - Chartered Financial Analyst - Professional Designations - CFA Institute, 2018 - CPA Program - Professional Designations - CPA Australia.

Registration Number

001005478

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2004

Registration Date

29/10/2009

Financial Services Licensee

JBWERE LTD

Licence #000341162

📚 Qualifications & Training

2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

2017 - Chartered Financial Analyst - Professional Designations - CFA Institute

2018 - CPA Program - Professional Designations - CPA Australia

2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.