JAMES WALKER-POWELL
Financial Adviser · Brookvale, NSW
📚 Qualifications & Training
1986 - Diploma of Teaching - - The Australian College of Physical Education
1988 - Bachelor of Physical Education - - The University of Western Australia
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2018 - Masters of Financial Planning - Masters Degree (AQF 9) - Griffith University
2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
🏢 Professional Memberships
Associated Advisory Practices
Financial Advice Association of Australia (FAAA)
Financial Ombudsman Service Limited
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.