DAVID JOHN HENRY
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
1997 - Dip FP - - Deakin University
1998 - CFP - - FPA
2011 - SMSF - - Kaplan
2014 - ALPA - - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.