DAVID WILCOCK
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1996 - Bachelor of Commerce - - University of QLD
1999 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - DPML Margin Lending - - Pinnacle
2014 - Certificate in Specialist SMSF Advice - - Pinnacle
2021 - Financial Adviser Exam - Other - FASEA
2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.