DAVID PATTERSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor Commerce (Accounting, Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2013 - Graduate Diploma of Applied Finance: Major in Financial Markets - - Kaplan Professional Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.