DAVID KERRISON ROGERS

Financial Adviser ยท Soldiers Point, NSW

Registered

Registration Number

000245176

Registration Status

Registered

Location

Soldiers Point, NSW 2317

Providing Advice Since

1990

Registration Date

22/05/2009

Financial Services Licensee

LONSDALE FINANCIAL GROUP PTY LTD

Licence #000246934

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Deakin University/ Financial Planning Association
2004 - SMSF Specialist - - Strategist Group
2006 - Certified Financial Planner - Professional Designations - Financial Planning Association
2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.