DAVID GEORGE FRANCIS
Financial Adviser · Perth, WA
📚 Qualifications & Training
2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Adelaide
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Tax for Financial Advising - Other - Kaplan
2024 - Commercial Law - Other - Kaplan
🏢 Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Advice Association of Australia (FAAA)
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.