JAMES RUNDLE
Financial Adviser · Balaklava, SA
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG146 Training Australia Pty Ltd
2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - TASACL Commerial Law - Other - Kaplan Professional
2025 - TFA Tax for Financial Advising - Other - Kaplan Professional
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.