DAVID SARTOR
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1993 - Bachelor Degree - Business - - Queensland University of Technology
1995 - Chartered Accountant (CA) - - Institute of Chartered Accountants
1999 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
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.