David Lewis Denham Kerr
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414267
- Location
- Norwest NSW 2153
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 14 August 2018
- First provided advice
- 2005
- Qualifications
- Foundation Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Advanced Diploma of Financial Planning, International Institute of Technology (2013); Diploma of Financial Planning, International Institute of Technology (2013); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Lewis Denham Kerr
David Lewis Denham Kerr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwest, New South Wales (adviser number 000414267).
David provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 14 August 2018.
The register records 2005 as the year David first provided financial advice. The qualifications listed for David include Foundation Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005), Margin Lending and Geared Investments (Kaplan Professional Education, 2010) and Advanced Diploma of Financial Planning (International Institute of Technology, 2013). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
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.
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Questions people ask
Is David Lewis Denham Kerr a registered financial adviser?
Yes. David Lewis Denham Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414267.
Which licensee does David Lewis Denham Kerr work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can David Lewis Denham Kerr 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.