JIM NELSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Master of Business Administration - Masters Degree (AQF 9) - Massey University - New Zealand
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian and New Zealand Institute of Insurance and Finance
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Australian and New Zealand Institute of Insurance and Finance
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.