DAVID LLOYD ANDREW
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1985 - Bachelor of Physical Education - Bachelor Degree (AQF 7) - University of Western Australia
1988 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
2002 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Securities Institute Australia
2016 - Accredited Investment Fiduciary - Other - Centre of Fiduciary Excellence
2018 - Self-Managed Super Funds - Other - Kaplan
🏢 Professional Memberships
Australian Institute of Company Directors
FINSIA
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.