DAVID STEPHEN DODGSHUN

Financial Adviser · Swan Hill, VIC

Registered

Registration Number

001272610

Registration Status

Registered

Location

Swan Hill, VIC 3585

Providing Advice Since

2018

Registration Date

20/12/2018

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

📚 Qualifications & Training

2010 - Bachelor of Business (Information Systems) - Bachelor Degree (AQF 7) - Swinburne University
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
2012 - Graduate Diploma of Chartered Accounting (GradDipCA) - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants in Australia
2018 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

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.