Financial Adviser
· BLACKBURN, VIC
David James Lorimer
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304082
David James Lorimer is a financial adviser based in Blackburn, Victoria, with 2 years of experience in the financial services industry. David is currently authorised under Rdl.financial Group 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 Financial Planning from Kaplan Professional. 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
Authorised to provide tax financial advice services
Qualifications and Training
2022
Master of Financial Planning
Kaplan Professional
2023
Accredited Aged Care Professional
Aged Care Steps