DAVID YARDLEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1989 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
1999 - Master of Business Administration - Masters Degree (AQF 9) - University of New South Wales (NSW)
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
🏢 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.