DAVID TIMOTHY RICHARDSON
Financial Adviser ยท Wollongong, NSW
๐ Qualifications & Training
1997 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Univeristy of Wollongong
1998 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of Wollongong
2000 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia
2003 - Certified Financial Planner - Professional Designations - FAAA
2008 - Certified Practising Accountant - Professional Designations - CPA Australia
๐ข Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.