DAVID PERO
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Financial Planning & Risk Management) - Bachelor Degree (AQF 7) - Victoria University
2005 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association
2011 - Self Managed Superannuation Funds - Other - SMSF Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.