DAVID JONATHAN FLEMING

Financial Adviser ยท Busselton, WA

Registered

Registration Number

001004745

Registration Status

Registered

Location

Busselton, WA 6280

Providing Advice Since

1998

Registration Date

15/11/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

1989 - Bachelor of Business (Accounting) - - Edith Cowan University
2000 - Certified Financial Planner - - Financial Planning Association of Australia
2005 - Self Manages Superannuation Funds - Other - Tribeca

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.