DAVID KIMBERLEY VENN
Financial Adviser · Perth, WA
📚 Qualifications & Training
1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - Murdoch University
2002 - Accredited Derivatives Adviser - Level 2 - Other - Australian Stock Exchange Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2014 - Self Managed Superannuation Funds - Other - Monarch Institute
2016 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.