DAVID JOHN STACKELROTH

Financial Adviser · Norwood, SA

Registered

Registration Number

001237962

Registration Status

Registered

Location

Norwood, SA 5067

Providing Advice Since

1989

Registration Date

14/12/2015

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2006 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia (Deakin University)
2011 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2014 - Advanced Self Managed Super Funds Program - Other - Kaplan Professional
2016 - Accredited Listed Product Adviser Program - Other - 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.