DAVID EUGENE BRAUN
Financial Adviser · Caulfield South, VIC
📚 Qualifications & Training
2013 - Life Insurance (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
2014 - Managed Investments & Securities - Certificate (AQF 1-4) - Mentor Education
2014 - Superannuation (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.