DAVID ALAN GOODWIN
Financial Adviser · Romsey, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Financial Planning With Distinction) - - RMIT
2005 - CFP Unit 1 Ethics, Professionalism and Compliance - - FPA
2007 - CFP Unit 2 - Applied Strategies 1 - - FPA
2010 - SMSF Specialist Adviser - - ASFA
🏢 Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
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.