DAVID ALAN WELLS
Financial Adviser · Surfers Paradise, QLD
📚 Qualifications & Training
1994 - Bachelor of Business - - Griffith University
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
1997 - Chartered Accountant - - Institute of Chartered Accountants in Australia
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.