David Leslie Kollmorgen
Financial Adviser in Surrey Hills, Victoria, Australia
Review David Leslie Kollmorgen
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 number000240637
- Location
- Surrey Hills VIC 3127
- Licensee
- MKS Wealth Management Pty Ltd (AFSL 322207)
- Authorised since
- 17 April 2008
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), RMIT University (1992); Chartered Accountant (CA), Chartered Accountants Australia & New Zealand (1995); CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited), Financial Advice Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia (2002); Registered Tax Agent, Tax Practitioners Board (2008); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Leslie Kollmorgen
On the Financial Advisers Register kept by ASIC, David Leslie Kollmorgen appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000240637.
The licensee David advises under is MKS Wealth Management Pty Ltd (AFS licence 322207). The current authorisation started on 17 April 2008.
The register records 1999 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Business (Accounting) (RMIT University, 1992), Chartered Accountant (CA) (Chartered Accountants Australia & New Zealand, 1995) and CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited) (Financial Advice Association of Australia Limited, 2002). David is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Leslie Kollmorgen here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Leslie Kollmorgen a registered financial adviser?
Yes. David Leslie Kollmorgen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000240637.
Which licensee does David Leslie Kollmorgen work under?
MKS Wealth Management Pty Ltd, Australian financial services licence 322207.
What can David Leslie Kollmorgen 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.