Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOOWOOMBA CITY, QLD

David Keith Graham

11 Years experience
Tax advice
authorised
Currently at
Akambo Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001236284

David Keith Graham is a financial adviser based in Toowoomba City, Queensland, with 11 years of experience in the financial services industry. David is currently authorised under Akambo 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 Master of Taxation (Qualification) from University of New South Wales (NSW). David is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Association and The Taxation Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Financial Administration
University of New England
1992
LS351 Corporation Law
University of New England
1992
LS352 Taxation Law
University of New England
1995
CPA
CPA Australia
2001
Master of Taxation (Qualification)
University of New South Wales (NSW)
2015
Diploma of Financial Planning
Integrity Education Group
2015
Margin Lending
Integrity Education Group
2015
Self-Managed Super Fund
Integrity Education Group
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2025
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan

Registration History

Akambo Pty Ltd
Jan 2017 - Present Current
SMSF ADVICE PTY LIMITED
Oct 2015 - Jan 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register