DAVID JOHN LOUGHNAN
Financial Adviser Ā· Maroochydore, QLD
š Qualifications & Training
2014 - Advanced Diploma of Financial Planning - - Mentor Education
2014 - Diploma of Financial Planning - - Mentor Education
2014 - Provide Advice in Margin Lending - - Mentor Education
2014 - Provide Advice in Self Managed Superannuation Funds - - Mentor Education
2019 - Accredited Listed Product Adviser Program - - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
š¢ Professional Memberships
Tax Practitioners Board
ā¹ļø 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.