DAVID BRIAN JOSEPH
Financial Adviser · Nelson Bay, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Planning - - Financial Planning Assocation of Australia (FPA)
2015 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
2016 - Margin Lending - - Mentor Education
2018 - Advanced Aged Care - - Aged Care Steps
🏢 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.