DAVID JOSEPH CONTE
Financial Adviser Β· Melbourne, VIC
π Qualifications & Training
2008 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Group
2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.