DAVID IAN SOUTHWOOD
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2000 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2022 - FPC006 Taxation for Financial Planning - Other - Kaplan
2024 - SMSF Masterclass - Other - Fortnum Internal Training
2025 - FPC008 - Investment Advice - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 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.