Financial Adviser
· BENTLEIGH, VIC
David Leon Khenkin
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274373
David Leon Khenkin is a financial adviser based in Bentleigh, Victoria, with 22 years of experience in the financial services industry. David is currently authorised under Lifestyle Investment Planning 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 Higher Education Pty Ltd.
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
2005
Foundation DFP
Deakin University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
A.C.N. 116 900 362 LIMITED
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register