DAVID JOHN JACKSON

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

000250655

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

1994

Registration Date

29/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2005 - SMSF Specialist Accreditation Program - Professional Designations - SMSF Association
2014 - Tier 1 Margin Lending Personal Advice - Diploma (AQF 5) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.