DAVID TELFORD
Financial Adviser Β· Brisbane City, QLD
π Qualifications & Training
2001 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Central Queensland University
2003 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
2013 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.