DAVID OFFER
Financial Adviser · Bunbury, WA
📚 Qualifications & Training
1997 - Bachelor of Commerce Accounting - - Curtin University of Technology
1999 - Graduate Diploma in Applied Finance & Investment - - Securities Institute
2003 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
SMSF Association
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.