DAVID AZON-JACOMETTI
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
2007 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
2008 - Diploma of Financial Planning - Diploma (AQF 5) - Tribeca Learning
2011 - Margin Lending - Certificate (AQF 1-4) - Three Sixty Financial Planning
2012 - Advanced Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - SMSF Specialist Adviser Program - Diploma (AQF 5) - SMSFA
🏢 Professional Memberships
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.