JAMES ROBERT BEVIS
Financial Adviser · Cambridge, TAS
📚 Qualifications & Training
2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology
2017 - DFP5v3 Tax for Financial Advising - - Kaplan
2017 - TASACLv1 Commercial Law - - Kaplan
2025 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
🏢 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.