Financial Adviser
· NORWEST, NSW
David Lewis Denham Kerr
No disciplinary history on record with ASIC
NORWEST,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414267
About David Lewis Denham Kerr
David Lewis Denham Kerr is a financial adviser based in Norwest, New South Wales, with 21 years of experience in the financial services industry since 2005. David is currently authorised under Synchron Advice. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Advanced Diploma of Financial Planning from International Institute of Technology. David is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Foundation Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
International Institute of Technology
2013
Diploma of Financial Planning
International Institute of Technology
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register