DAVID LANSELL GREEN
Financial Adviser · Ivanhoe East, VIC
📚 Qualifications & Training
2011 - Bachelor of Finance (Honours) - Bachelor Honours Degree (AQF 8) - La Trobe University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN Professional
2024 - SMSF Regulation and Taxation - Professional Designations - KAPLAN
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.