DAVID LESLIE KOLLMORGEN
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University
1995 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand
2002 - CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited) - Other - Financial Advice Association of Australia Limited
2002 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2008 - Registered Tax Agent - Professional Designations - Tax Practitioners Board
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.