DAVID JOHN BENTLEY
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
2003 - Diploma of Financial Planning - - Financial Planning Association
2010 - Margin Lending and Geared Investments - - Kaplan
2012 - ASX Listed Products Accreditation Course - - LPAC Online
2013 - Certificate IV Finance/Mortgage Broking - - Kaplan
2013 - Self-Managed Superannuation Funds - - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.