David Kerrison Rogers
Financial Adviser in Soldiers Point, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245176
- Location
- Soldiers Point NSW 2317
- Licensee
- Akambo Pty Ltd (AFSL 322056)
- Authorised since
- 6 April 2023
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Deakin University/ Financial Planning Association (2003); SMSF Specialist, Strategist Group (2004); Certified Financial Planner, Financial Planning Association (2006); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan (2009); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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, retirement savings accounts, derivatives
- Restriction
- Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Kerrison Rogers
On the Financial Advisers Register kept by ASIC, David Kerrison Rogers appears as a current financial adviser in Soldiers Point, New South Wales, adviser number 000245176.
Advice is given under the Australian financial services licence of Akambo Pty Ltd, licence number 322056. The current authorisation started on 6 April 2023.
According to the register, David first provided financial advice in 1990. The qualifications listed for David include Diploma of Financial Planning (Deakin University/ Financial Planning Association, 2003), SMSF Specialist (Strategist Group, 2004) and Certified Financial Planner (Financial Planning Association, 2006). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Margin Lending.”
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Questions people ask
Is David Kerrison Rogers a registered financial adviser?
Yes. David Kerrison Rogers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245176.
Which licensee does David Kerrison Rogers work under?
Akambo Pty Ltd, Australian financial services licence 322056.
What can David Kerrison Rogers 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; derivatives. It also records this restriction: "Margin Lending."