DAVID MARTIN RAITS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1989 - Bachelor of Business - Bachelor Degree (AQF 7) - Phillip Institute of Technology
1995 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2007 - ASX Listed Products Accreditation Course - Other - Savings Factory
2010 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Ltd
2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
🏢 Professional Memberships
CPA Australia (CPA)
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.