DAVID WALLIS
Financial Adviser · Surfers Paradise, QLD
📚 Qualifications & Training
2000 - Bachelor of International Finance - - Griffith University
2001 - Diploma of Financial Planning - - Financial Planning Association of Australia
2005 - Graduate Diploma in Applied Finance and Investment - - Securities Institute
2014 - Fixed Income Course - - FIIG
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.