Financial Adviser
· SURREY HILLS, VIC
David Leslie Kollmorgen
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240637
David Leslie Kollmorgen is a financial adviser based in Surrey Hills, Victoria, with 27 years of experience in the financial services industry. David is currently authorised under Mks Wealth Management 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 Certified Financial Planner from Financial Planning Association of Australia. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1992
Bachelor of Business (Accounting)
RMIT University
1995
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand
2002
CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited)
Financial Advice Association of Australia Limited
2002
Certified Financial Planner
Financial Planning Association of Australia
2008
Registered Tax Agent
Tax Practitioners Board
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited