DAVID GRAHAM JOHANSEN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Advanced Diploma of Banking & Finance - - Swinburne University
2009 - Bachelor of Business Major in Financial Management & Financial Planning - - La Trobe University
2010 - Margin Lending Accreditation - - Deakin Prime
2010 - RG146 - - Deakin Prime
2011 - Accredited Derivatives Adviser Level 2 - - Kaplan Professional Education
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.