DAVID MEFFERT
Financial Adviser · Richmond, VIC
📚 Qualifications & Training
2004 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2016 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
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.