DAVID LENNON
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1995 - Bachelor of Business (double major in Accounting Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
1997 - Professional Year Programme - Professional Designations - The Institute of Chartered Accountants in Australia
2015 - Superannuation & SMSF's Certificate of Completion - - Kaplan Professional
2016 - Diploma in Financial Planning - - Kaplan Professional
2024 - Superannuation and Retirement Advice (FPC003) - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Institute of Chartered Accountants
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.