DAVID WILLIAM JOHN FORREST
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1987 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Adelaide
1991 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
1991 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - The Securities Institute of Australia
1995 - Master of Business Administration (MBA) (Marketing & Finance Major) - Masters Degree (AQF 9) - Graduate School of Management - The University of Adelaide
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.