DAVID JOHN MINEHAN

Financial Adviser · Newcastle, NSW

Registered

Registration Number

001000437

Registration Status

Registered

Location

Newcastle, NSW 2300

Providing Advice Since

2001

Registration Date

21/12/2018

Financial Services Licensee

MAXIM PRIVATE CLIENTS PTY LIMITED

Licence #000511972

📚 Qualifications & Training

1997 - Bachelor of Commerce - - Newcastle University
2005 - Diploma of Financial Planning - - Deakin University
2016 - Certified Financial Planner (CFP) - - Financial Planning Association

🏢 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.