DAVID KEITH GRAHAM
Financial Adviser · Toowoomba City, QLD
📚 Qualifications & Training
1992 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England
1992 - LS351 Corporation Law - Other - University of New England
1992 - LS352 Taxation Law - Other - University of New England
1995 - CPA - Professional Designations - CPA Australia
2001 - Master of Taxation (Qualification) - - University of New South Wales (NSW)
2015 - Diploma of Financial Planning - - Integrity Education Group
2015 - Margin Lending - Certificate (AQF 1-4) - Integrity Education Group
2015 - Self-Managed Super Fund - Certificate (AQF 1-4) - Integrity Education Group
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2025 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
The Taxation Institute of Australia
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.