DAVID GEOFFREY STONE
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University
1998 - Master of Business - Masters Degree (AQF 9) - Edith Cowan University
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
ā¹ļø 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.