Financial Adviser
· BRISBANE, QLD
David Trikamji
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003222
David Trikamji is a financial adviser based in Brisbane, Queensland, with 19 years of experience in the financial services industry. David is currently authorised under Provident Advisory 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professsional. David is a member of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professsional
2013
Self Managed Superannuation Funds
Mentor Education Group
2017
Economic, Legal & Ethical Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register