DAVID JOHN LOLICATO
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2009 - Certified Practising Accountant - CPA - Professional Designations - CPA Australia
2010 - Self Managed Super Fund Specialist Adviser - - SPAA
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
🏢 Professional Memberships
CPA Australia (CPA)
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.