DAVID JAMES RUSSELL

Financial Adviser · Essendon North, VIC

Registered

Registration Number

000279960

Registration Status

Registered

Location

Essendon North, VIC 3041

Providing Advice Since

2004

Registration Date

01/09/2004

Financial Services Licensee

MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.

Licence #000229455

📚 Qualifications & Training

2002 - Bachelor Business (Finance) - - Victoria University
2006 - Diploma Finance Services - - Kaplan
2008 - Certified Financial Planner - - Financial Planning Assoication
2011 - Life Risk Specialist - - Financial Planning Association

🏢 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.