DAVID JAMES MCDONALD
Financial Adviser · North Geelong, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Monash University
2002 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2014 - Self-Managed Superannuation Funds - Other - Mentor Education
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.