DAVID JOHN MCCORMICK
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2013 - Bachelor of Business (Accounting and Financial Management) - - James Cook University
2013 - Diploma of Financial Planning - - Kaplan
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.