DAVID MARK SUMMERS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1991 - The Securities Institute Australia 8-unit Diploma Course - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2002 - RG146 - Diploma (AQF 5) - Deakin Prime
2008 - ADA 2 - Diploma (AQF 5) - Kaplan
2015 - Foreign Exchange - Diploma (AQF 5) - Deakin Prime
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - TFA Tax for Financial Advising - Other - Kaplan Professional
2025 - TASACL Commercial Law - Other - Kaplan Professional
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.