DAVID JOHN KELSEY
Financial Adviser · Balwyn, VIC
📚 Qualifications & Training
1996 - Diploma of Superannuation Management - Diploma (AQF 5) - The Association of Superannuation Funds of Australia (ASFA)
2007 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2011 - SMSF Specialist Advisor (SAA) - Professional Designations - SMSF Association
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
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.