DAVID MICHAEL O'CALLAGHAN
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
1999 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Bank
2003 - Diploma of Financial Services - Diploma (AQF 5) - Commonwealth Bank
2007 - Master of Personal Financial Planning - Masters Degree (AQF 9) - University of Southern Queensland
2010 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional
2010 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending Accreditation Program - Other - Financial Essentials
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.