DAVID JULIAN DE ANGELIS

Financial Adviser ยท Camden Park, SA

Registered

Registration Number

001307020

Registration Status

Registered

Location

Camden Park, SA 5038

Providing Advice Since

2024

Registration Date

01/12/2023

Financial Services Licensee

BFS GROUP (SA) PTY LTD

Licence #000546006

๐Ÿ“š Qualifications & Training

2014 - Foundations of Business Law - Other - University of South Australia
2017 - Bachelor of Applied Finanace - Bachelor Degree (AQF 7) - University of South Australia
2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2020 - UO Taxation - Other - University of South Australia
2021 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of South Australia
2025 - SMSF Specialist Advisor Program (SSA) - Professional Designations - SMSF Association

๐Ÿข Professional Memberships

SMSF Association

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.