DAVID LLOYD JENKINS
Financial Adviser · Runaway Bay, QLD
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - - Australian Institute of Financial Services and Accounting (AIFA)
2011 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2017 - Fellow Chartered Financial Practitioner - Professional Designations - Kaplan
2020 - Graduate Diploma Ethics and Professionalism - Bridging Course - Ethics - 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.