DAVID JAMES EVANS
Financial Adviser · Kew East, VIC
📚 Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning
2013 - Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
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.