DAVID JAMES NEWBERRY

Financial Adviser · Tamworth, NSW

Registered

Registration Number

000254405

Registration Status

Registered

Location

Tamworth, NSW 2340

Providing Advice Since

1989

Registration Date

04/10/2008

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

📚 Qualifications & Training

2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - - Mentor Education

🏢 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.