DAVID JOSEPH RAMSAY
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2003 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia
2010 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2020 - MAA250 - Ethics for Financial Professionals - Bridging Course - Ethics - Deakin University
🏢 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.