David Leon Khenkin
Financial Adviser in Bentleigh, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274373
- Location
- Bentleigh VIC 3204
- Licensee
- Lifestyle Investment Planning Pty Ltd (AFSL 278361)
- Authorised since
- 28 November 2017
- First provided advice
- 2004
- Qualifications
- Foundation DFP, Deakin University (2005); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Leon Khenkin
David Leon Khenkin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bentleigh, Victoria (adviser number 000274373).
David provides advice as an authorised representative of Lifestyle Investment Planning Pty Ltd, which holds Australian financial services licence 278361. That authorisation dates from 28 November 2017.
The register records 2004 as the year David first provided financial advice. Qualifications and training on file include Foundation DFP (Deakin University, 2005) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Leon Khenkin a registered financial adviser?
Yes. David Leon Khenkin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274373.
Which licensee does David Leon Khenkin work under?
Lifestyle Investment Planning Pty Ltd, Australian financial services licence 278361.
What can David Leon Khenkin 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.