DAVID JOHN SHAW
Financial Adviser · Menai, NSW
📚 Qualifications & Training
1988 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney
1995 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2016 - Self-Managed Superannuation Funds - Other - Pinnacle Financial Services Academy
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.