DAVID HARPER
Financial Adviser · Narrabeen, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Accounting) - - Southern Cross University
2010 - Diploma of Financial Services - - Kaplan
2018 - Certificate IV Finance & Mortgage Broking - - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic and Legal Contect for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.