David Trikamji
Financial Adviser in Brisbane, Queensland, Australia
Review David Trikamji
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 number001003222
- Location
- Brisbane QLD QLD
- Licensee
- Provident Advisory Pty Ltd (AFSL 549697)
- Authorised since
- 22 September 2023
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professsional (2012); Self Managed Superannuation Funds, Mentor Education Group (2013); Economic, Legal & Ethical Context for Financial Planning, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Trikamji
On the Financial Advisers Register kept by ASIC, David Trikamji appears as a current financial adviser in Brisbane, Queensland, adviser number 001003222.
Advice is given under the Australian financial services licence of Provident Advisory Pty Ltd, licence number 549697. That authorisation dates from 22 September 2023.
The register records 2007 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professsional, 2012). Professional memberships recorded: 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.
Reviews
Nobody has reviewed David Trikamji here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Trikamji a registered financial adviser?
Yes. David Trikamji is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003222.
Which licensee does David Trikamji work under?
Provident Advisory Pty Ltd, Australian financial services licence 549697.
What can David Trikamji 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.