JAMES ROBINSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2016 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
2018 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Deakin University
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2019 - SMSF Specialist Advisor Program - Other - SMSF Association Ltd
2019 - Tier 1 Life Insurance - Personal Advice - Other - Kaplan Education Pty Ltd
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
SMSF Association
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.