DAVID CARSON
Financial Adviser · Merriwa, WA
📚 Qualifications & Training
2007 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Western Australia
2013 - Taxation and Estate Planning - Other - Kaplan Professional
2015 - 928 Margin Lending - Knowledge only - Other - Kaplan Professional
2015 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.