GRAEME DAVY
Financial Adviser ยท Greenway, ACT
๐ Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Charles Sturt University
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2005 - Certified Financial Planner - Professional Designations - FPA
2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.