DAVID JAMES RULE
Financial Adviser · Braddon, ACT
📚 Qualifications & Training
2007 - Bachelor of Applied Economics and Business Administration - Bachelor Degree (AQF 7) - University of Canberra
2010 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty
2011 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.