DAVID LUNN
Financial Adviser · Dee Why, NSW
📚 Qualifications & Training
1992 - B. Eng (Elec) Hons - Bachelor Degree (AQF 7) - University of Technology, Sydney
2000 - MBA (Sub Fin) - Masters Degree (AQF 9) - University of Technology, Sydney
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2006 - SMSF Specialist Advisor - Other - SPAA
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
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.