DAVID CAMILO PEREZ ESTUPINAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Master of International Finance - Masters Degree (AQF 9) - Deakin University of Australia
2011 - Master of Professional Accounting - - Deakin University
2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Deakin University of Australia
2011 - Masters of International Finance (Financial Planning) - - Deakin University
2014 - CFP Certification - Professional Designations - Financial Planning Association
2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
FINSIA
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.