DAVID RICHARDSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1986 - Bachelor Degree - Business - - RMIT University
1988 - Chartered Accountant (CA) - - Institute of Chartered Accountants
2007 - Accredited Derivatives Adviser Level Two - - Tribeca
2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.