DAOUD DAVID EL KAZI
Financial Adviser · Gregory Hills, NSW
📚 Qualifications & Training
1993 - Master of Commerce - Masters Degree (AQF 9) - University of Paris I Sorbonne
2013 - Fiploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
2016 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - Tax Institute
2016 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2017 - Accredited Listed Product Adviser - ALPA - Professional Designations - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2026 - Economic and Legal context for financial planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
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.