DAVID LORENTZ KAYSER
Financial Adviser · Walkerville, SA
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Adelaide
2000 - Chartered Accountant Program - Professional Designations - Institute of Chartered Accountants Australia
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA/Deakin University
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.