Financial Adviser · KENT TOWN, SA

David John Kuchel

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252915

David John Kuchel is a financial adviser based in Kent Town, South Australia, with 9 years of experience in the financial services industry. David is currently authorised under Psk Advisory Services 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 Bachelor of Business from South Australian Institute of Technology. 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1986
Bachelor of Business
South Australian Institute of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2021
Super Concepts & ICFS Specialist SMSF Course
The University of Adelaide
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Apr 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
PORTFOLIO PLANNING SOLUTIONS LTD
Apr 2020 - May 2021 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
PPS LIFESTYLE SOLUTIONS PTY LTD
Apr 2020 - May 2021 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Oct 2019 - Feb 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2018 - Oct 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Mar 2017 - Aug 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. 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