JAMIE IRVINE
Financial Adviser Β· Mildura, VIC
π Qualifications & Training
2007 - Bachelor of Business (Accounting) - - La Trobe University
2007 - Superannuation and Retirement Planning - Other - RMIT University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2016 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional
π’ Professional Memberships
Finsia
βΉοΈ 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.