David Kauler
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005173
- Location
- Melbourne VIC 3000
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 7 November 2019
- First provided advice
- 2001
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute (1995); Financial Advising Essentials, Securities Institute (2001); Graduate Diploma in Financial Planning (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (2002); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About David Kauler
David Kauler is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001005173.
The licensee David advises under is Macquarie Bank Limited (AFS licence 237502). The register also lists Macquarie Equities Limited (licence 237504). That authorisation dates from 7 November 2019.
According to the register, David first provided financial advice in 2001. Qualifications and training on file include Graduate Diploma in Applied Finance and Investment (Securities Institute, 1995), Financial Advising Essentials (Securities Institute, 2001) and Graduate Diploma in Financial Planning (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 2002). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 Kauler a registered financial adviser?
Yes. David Kauler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005173.
Which licensee does David Kauler work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can David Kauler 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.