DAVID GEOFFREY MEAD

Financial Adviser · Adelaide, SA

Registered

Registration Number

000458808

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2014

Registration Date

26/11/2018

Financial Services Licensee

HERITAGE AND PEOPLE'S CHOICE LIMITED

Licence #000244310

📚 Qualifications & Training

1994 - Bachelor of Arts in Accountacy - Bachelor Degree (AQF 7) - University of South Australia
2013 - Diploma in Financial Planning - - Mentor Education
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2014 - Certificate in Margin Lending - - Kaplan Professional Education

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.