DAVID ALLEN BIRD

Financial Adviser Β· Robina, QLD

Registered

Registration Number

000279559

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

1981

Registration Date

02/12/2019

Financial Services Licensee

INDEPENDENT WEALTH MANAGEMENT PTY LTD

Licence #000493459

πŸ“š Qualifications & Training

1992 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)

🏒 Professional Memberships

CFP - Certified Financial Planner (FPA)
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.