DAVID BLAKIS
Financial Adviser · Ivanhoe East, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2005 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.