DAVID PALERMO
Financial Adviser · Blackburn, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.