DAVID SCOTT BALES
Financial Adviser · Southbank, VIC
📚 Qualifications & Training
1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2002 - Graduate Diploma in Financial Management - Graduate Diploma (AQF 8) - University of New England
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.