DAVID MADDOCK

Financial Adviser ยท Geelong, VIC

Registered

Registration Number

000301285

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2006

Registration Date

27/01/2015

Financial Services Licensee

APT WEALTH PARTNERS PTY LTD

Licence #000436121

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Commerce - - Deakin University
2011 - Margin Lending and Geared Investments - - Kaplan
2012 - ASX Accredited Listed Products Adviser - - Kaplan
2013 - SMSF Strategies - - Terra Cordis
2016 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.