DAVID RICHARD MCGREGOR
Financial Adviser · West Leederville, WA
📚 Qualifications & Training
2003 - Bachelor of Commerce (Accounting) - - University of Notre Dame
2008 - Graduate Certificate Financial Planning - - FINSIA
2011 - CFP - - FPA
🏢 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.