JASON MACINTYRE JAMES
Financial Adviser · Port Adelaide, SA
📚 Qualifications & Training
2012 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2012 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty 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.