KEARSTEN ANNE JAMES

Financial Adviser ยท Bundall, QLD

Registered

Registration Number

000325836

Registration Status

Registered

Location

Bundall, QLD 4217

Providing Advice Since

2006

Registration Date

06/11/2018

Financial Services Licensee

COOPER WEALTH MANAGEMENT PTY LTD

Licence #000477022

๐Ÿ“š Qualifications & Training

2006 - Bachelor of Commerce FP&I - Bachelor Degree (AQF 7) - Griffith University
2009 - Certified Financial Planner - - FPA
2011 - Life Risk Specialist - - FPA
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2016 - Accredited Aged Care Professional - - Aged Care Steps (ACS) Pty Ltd
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.