JAMES ROBERT ESSELMONT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2004 - Master of Business Administration - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2006 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Limited
2007 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Limited
2009 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 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.