DAVID HENRIKSEN
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University
2014 - FNS50611 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Securities and Managed Investments - - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FNS60620 Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
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.