DAVID IAN MCLEOD
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2005 - Graduate Diploma - - ICAA
2008 - Diploma of Financial Services - - ASFA
2013 - SMSF Specialist - - UNSW
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax and Accountants Association (NTAA)
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.