JAMES WILSON PRITCHARD
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2017 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - UO Applied Financial Planning - Other - University of South Australia
2021 - UO Taxation Law 1 - Other - University of South Australia
2023 - Foreign Exchange Accreditation - Certificate (AQF 1-4) - Stockbrokers & Investment Advisers Association
ā¹ļø 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.