DAVID GRAY
Financial Adviser · Lyneham, ACT
📚 Qualifications & Training
2002 - BUSN1101 Introduction to Commercial Law - Bachelor Degree (AQF 7) - The Australian National University
2004 - BUSN3014 Principles of Tax Law - Bachelor Degree (AQF 7) - The Australian National University
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
2009 - CPA Program - Professional Designations - CPA Australia
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
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.