DAVID ROBERT JOHN MCCARTHY
Financial Adviser · Wembley, WA
📚 Qualifications & Training
2002 - Bachelor of Agri Business - - Curtin University
2014 - Graduate Diploma of Financial Planning - - Kaplan Higher Education
2015 - Self-Managed Super Fund Program - - Kaplan Higher Education
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Higher Education
🏢 Professional Memberships
AAAC (WA)
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.