DAVID JOHN LUTZ
Financial Adviser · Redbank Plains, QLD
📚 Qualifications & Training
1974 - Bachelor of Business - - Queensland Institute of Technology
1990 - Certified Practicing Accountant - - Accountants Association
1994 - Certificate in Financial Markets - - Kaplan University
1998 - Certified Financial Planner - - Melbourne University
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.