DAVID LADEIRA
Financial Adviser · Wollonging, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce (Finance and Management) - Bachelor Degree (AQF 7) - The University of Wollongong
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education
2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
2011 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Higher Education
2013 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.