David John Lolicato
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309082
- Location
- Dulwich SA 5065
- Licensee
- Thornton Group (Australia) Pty Limited (AFSL 223670)
- Authorised since
- 1 March 2019
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of South Australia (2006); Certified Practising Accountant, CPA Australia (2009); Self Managed Super Fund Specialist Adviser, SPAA (2010); Ethics & Professionalism in Financial Advice, Kaplan Australia (2020)
- Memberships
- CPA Australia (CPA); 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 Lolicato
David John Lolicato is a financial adviser in Dulwich, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000309082.
Advice is given under the Australian financial services licence of Thornton Group (Australia) Pty Limited, licence number 223670. That authorisation dates from 1 March 2019.
According to the register, David first provided financial advice in 2008. The qualifications listed for David include Bachelor of Commerce (University of South Australia, 2006), Certified Practising Accountant (CPA Australia, 2009) and Self Managed Super Fund Specialist Adviser (SPAA, 2010). Professional memberships recorded: CPA Australia (CPA) and SMSF Association.
The authorisation covers advice 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.
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Questions people ask
Is David John Lolicato a registered financial adviser?
Yes. David John Lolicato is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309082.
Which licensee does David John Lolicato work under?
Thornton Group (Australia) Pty Limited, Australian financial services licence 223670.
What can David John Lolicato 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.