DAVID MUDIE LONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1980 - Bachelor of Financial Administration - - University of New England
1991 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australasia
2009 - Certified Practising Accountant - - CPA
2011 - Margin Lending Accreditation - - Stockbrokers Association of Australia
2011 - Professional Diploma of Stockbroking - - Stockbrokers Association of Australia
🏢 Professional Memberships
CPA Australia (CPA)
Financial Services Institute of Australasia (FINSIA)
Stockbrokers and Investment Advisers Association (SIAA)
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.