DAVID BOMFORD
Financial Adviser · Northcote, VIC
📚 Qualifications & Training
2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology
2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2022 - Graduate Certificate in Self-Managed Super Funds - Graduate Certificate (AQF 8) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2023 - MLC703 Principals of Income Tax Law - Other - Deakin University
2023 - MLC707 - Business Law - Other - Deakin University
🏢 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.