Financial Adviser
· SYDNEY, NSW
David William Rodgers
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457820
David William Rodgers is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. David is currently authorised under United Advice Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register