DAVID JOHN CURRIE
Financial Adviser · Robina, QLD
📚 Qualifications & Training
2003 - Bachelor Of Business - Bachelor Degree (AQF 7) - Griffith University
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
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.