David Lorentz Kayser
Financial Adviser in Walkerville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277698
- Location
- Walkerville SA 5081
- Licensee
- Ddma Pty Ltd (AFSL 526620)
- Authorised since
- 11 January 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, University of Adelaide (1998); Chartered Accountant Program, Institute of Chartered Accountants Australia (2000); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Planning, FPA/Deakin University (2003); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Lorentz Kayser
On the Financial Advisers Register kept by ASIC, David Lorentz Kayser appears as a current financial adviser in Walkerville, South Australia, adviser number 000277698.
Advice is given under the Australian financial services licence of Ddma Pty Ltd, licence number 526620. That authorisation dates from 11 January 2021.
The register records 2000 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (University of Adelaide, 1998), Chartered Accountant Program (Institute of Chartered Accountants Australia, 2000) and Certified Financial Planner (Financial Planning Association of Australia, 2003). David is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Lorentz Kayser a registered financial adviser?
Yes. David Lorentz Kayser is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277698.
Which licensee does David Lorentz Kayser work under?
Ddma Pty Ltd, Australian financial services licence 526620.
What can David Lorentz Kayser 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.