JAMES WILLIAM MUIR-MCCAREY

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001006555

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2010

Registration Date

19/04/2024

Financial Services Licensee

NATIONAL AUSTRALIA BANK LIMITED

Licence #000230686

๐Ÿ“š 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

๐Ÿข Professional Memberships

AFMA Accredited Individual

โ„น๏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.