JAMES WILLIAM MUIR-MCCAREY
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
2007 - Bachelor of Commerce - - University of Southern Queensland
2010 - Diploma of Financial Markets - Foreign Exchange - Diploma (AQF 5) - Australian Financial Markets Association
2020 - Diploma of Financial Markets - Debt Markets - Diploma (AQF 5) - Australian Financial Markets Association
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
๐ข Professional Memberships
AFMA Accredited Individual
โน๏ธ 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.