CIARAN DAVIS
Financial Adviser · Sutherland, NSW
📚 Qualifications & Training
2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2014 - Margin Lending Program - Other - Mentor Education
2014 - Principles in Self Managed Superannuation Funds Course - Other - International Institute of Technology
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2017 - Commercial Law Course - Other - Kaplan Professional
2017 - Tax for Financial Advising Course - Other - Kaplan Professional
2019 - Certificate IV in Financial and Mortgage Broking - Certificate (AQF 1-4) - Institute of Strategic Management
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.