Financial Adviser · SURREY HILLS, VIC

David John Kelsey

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249555

David John Kelsey is a financial adviser based in Surrey Hills, Victoria, with 22 years of experience in the financial services industry. David is currently authorised under Count Financial 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 Graduate Diploma of Financial Planning from Griffith University. David is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) 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

1996

Diploma of Superannuation Management

The Association of Superannuation Funds of Australia (ASFA)

2007

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2011

SMSF Specialist Advisor (SAA)

SMSF Association

2011

SMSF Specialist Advisor

SMSF Association

2021

Graduate Diploma of Financial Planning

Griffith University

Registration History

Count Financial Limited

Mar 2024 - Present Current

Akumin Financial Planning Pty Limited

Jan 2004 - Mar 2024 Ceased

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