DAVID DALL
Financial Adviser · Adelaide, SA
📚 Qualifications & Training
1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Adelaide
1997 - Certified Financial Planner - Professional Designations - Financial Planning of Australia Limited
2000 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 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.