DAVID HAYES

Financial Adviser ยท Loch, VIC

Registered

Registration Number

000306540

Registration Status

Registered

Location

Loch, VIC 3945

Providing Advice Since

2007

Registration Date

22/08/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1991 - Bachelor of Economics - - Monash University
2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2012 - Self Managed Superannuation Funds - - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.