David John Kelsey
Financial Adviser in Surrey Hills, Victoria, Australia
Review David John Kelsey
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000249555
- Location
- Surrey Hills VIC 3127
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 2 March 2024
- First provided advice
- 2004
- Qualifications
- Diploma of Superannuation Management, The Association of Superannuation Funds of Australia (ASFA) (1996); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2007); SMSF Specialist Advisor (SAA), SMSF Association (2011); SMSF Specialist Advisor, SMSF Association (2011); Graduate Diploma of Financial Planning, Griffith University (2021)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Kelsey
On the Financial Advisers Register kept by ASIC, David John Kelsey appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000249555.
David provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 2 March 2024.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Diploma of Superannuation Management (The Association of Superannuation Funds of Australia (ASFA), 1996), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2007) and SMSF Specialist Advisor (SAA) (SMSF Association, 2011). Professional memberships recorded: Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David John Kelsey here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David John Kelsey a registered financial adviser?
Yes. David John Kelsey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249555.
Which licensee does David John Kelsey work under?
Count Financial Limited, Australian financial services licence 227232.
What can David John Kelsey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.