JAMES SCOTT MANSFIELD
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1992 - NAFM Financial Planning Accreditation - - Securities Institute of Australia
1998 - Certified Financial Planner - - FPA
1998 - Diploma of Financial Planning - - Deakin University/FPA
2006 - SMSF Specialist Adviser - - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.