DAVID SATWANT SIDHU
Financial Adviser · Southport, QLD
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Southern Cross University
2000 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2005 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Diploma of Carbon Management - Diploma (AQF 5) - Swinburne University of Technology
2016 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.