MELANIE CAITLYN DAVID

Financial Adviser · Sydney, NSW

Registered

Registration Number

001309240

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2024

Registration Date

01/05/2024

Financial Services Licensee

E.F.D.B. PTY LIMITED

Licence #000311720

📚 Qualifications & Training

2022 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University

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.