DAVID MCNIVEN

Financial Adviser · Orange, NSW

Registered

Registration Number

000425472

Registration Status

Registered

Location

Orange, NSW 2800

Providing Advice Since

1989

Registration Date

27/07/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2014 - SMSF Course - Other - University of Adelaide

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.