Financial Adviser
· DULWICH, SA
David John Lolicato
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309082
David John Lolicato is a financial adviser based in Dulwich, South Australia, with 18 years of experience in the financial services industry. David is currently authorised under Thornton Group (Australia) Pty Limited. 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 Bachelor of Commerce from University of South Australia. David is a member of CPA Australia (CPA) and SMSF Association.
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
2006
Bachelor of Commerce
University of South Australia
2009
Certified Practising Accountant
Professional Designations - CPA Australia
2010
Self Managed Super Fund Specialist Adviser
SPAA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Australia