DAVID ANDREW ABBOTT
Financial Adviser · Capalaba, QLD
📚 Qualifications & Training
2002 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Queensland
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2010 - Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.