DAVID JOHN ROBSON
Financial Adviser · Erina, NSW
📚 Qualifications & Training
1979 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
1980 - Chartered Accountant - Professional Designations - Chartered Accountants Australia New Zealand
2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2011 - ASX Listed Products Accreditation Course - Other - LPAC Online Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
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.