DAVID MALONEY
Financial Adviser · Canberra, ACT
📚 Qualifications & Training
1999 - Bachelor of Commerce - - University of Canberra
1999 - Bachelor of Commerce in Banking & Finance - Graduate Diploma (AQF 8) - University of Canberra
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2005 - Certified Financial Planner - - Financial Planning Association of Australia
2007 - SMSF Specialist Pathway Program - Other - Tribeca
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
CFP
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.