DAVID JOSEPH GIBNEY
Financial Adviser · Kyneton, VIC
📚 Qualifications & Training
1989 - Bachelor of Economics (Accounting Major) - - Monash University
1991 - CPA Program - - CPA Australia
2015 - Diploma of Financial Planning - - CPA Australia
2019 - Ethics & Professionalism in Financial Advice - Professional Designations - Kaplan Professional
2019 - Financial Adviser Exam - Professional Designations - FASEA
2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Registered Tax Agent
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.