DAVID ERFAN KASHAN
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
2018 - FNS50615 - - International Institute of Technology
2020 - SMSF (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
2021 - Tax Financial Adviser - Professional Designations - Tax Practitioners Board
2024 - Graduate Dilpoma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
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.