DAVID PATRICK LESLIE
Financial Adviser · Charlestown, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education
2012 - Accredited Derivatives Adviser Level 1 - Other - Kaplan
2012 - Bachelor of Commerce (Finance) - - University of Newcastle
2017 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 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.