DAVID LEESE
Financial Adviser · Jamestown, SA
📚 Qualifications & Training
2002 - Dipolma in Financial Planning - - Deakin University
2005 - SMSF - - Tribeca Education
2010 - Margin Lending - - Kaplan
2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.