DAVID SALVADOR LEON
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Accredited Derivatives Adviser Level 2 - Other - Kaplan Professional
2009 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional
2011 - ACPM Certified Portfolio Manager - Other - Columbia University
2011 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia
ā¹ļø 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.