DAVID DEBONO

Financial Adviser ยท Gledswood Hills, NSW

Registered

Registration Number

000275432

Registration Status

Registered

Location

Gledswood Hills, NSW 2557

Providing Advice Since

2004

Registration Date

12/07/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Financial Advice Association of Australia (FAAA)
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.