DAVID JOHN GRECH
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2017 - Bachelor of Commerce - - Macquarie University
2018 - Diploma of Financial Planning - - Monarch Institute
2023 - Economic and Legal Context for Financial Planning FPC001B - Other - Kaplan Higher Education Pty Ltd
2023 - Taxation for Financial Planning FPC006 - Other - Kaplan Higher Education Pty Ltd
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.