DAVID EVERS
Financial Adviser · Gosford, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
1995 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association - SMSF Specialist Advisor (SSA)
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.