James De Petra
TOGETHR FINANCIAL PLANNING PTY LTD · Melbourne VIC 3000 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001004912
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- TOGETHR FINANCIAL PLANNING PTY LTD · AFSL 455010Since 30 July 2021
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2021 – presentTOGETHR FINANCIAL PLANNING PTY LTD · AFSL 455010
- CEASEDDec 2019 – Jul 2021AWARE FINANCIAL SERVICES AUSTRALIA LIMITED · AFSL 238430Through authorised representative AWARE SUPER SERVICES PTY LTD (no. 001278650)
- CEASEDOct 2018 – Nov 2019AWARE FINANCIAL SERVICES AUSTRALIA LIMITED · AFSL 238430
- CEASEDJun 2015 – Oct 2018FIRST STATE SUPER FINANCIAL SERVICES PTY LTD · AFSL 240019
- CEASEDFeb 2012 – May 2015AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2025 · Bridging Course - Ethics
Bachelor of Commerce major in Financial Planning (v1) (and major in Finance)
Deakin University · 2012 · Bachelor Degree (AQF 7)
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Ltd · 2011 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once James De Petra claims the profile.
Reviews
Not yet reviewed
No client has reviewed James De Petra on Souffle yet.
Contacting James De Petra
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
TOGETHR FINANCIAL PLANNING PTY LTD · AFSL 455010
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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