DAVID WILLIAM RODGERS
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
FChFP - Fellow Chartered Financial Practitioner
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.