RAYDEN MONTGOMERY JAMES
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
2007 - Bachelor of Business (Banking and Finance) - - QUT
2007 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services
2009 - Master of Commerce (Financial Planning) - - Griffith University
2009 - SMSF Accreditation - - Kaplan
2018 - TASA 2009 and the Code of Professional Conduct - - Tax Institute
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.