Financial Adviser · SOLDIERS POINT, NSW

David Kerrison Rogers

SOLDIERS POINT, NSW

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245176

Currently at

Akambo

Melbourne, VIC (firm address)

View firm profile

David Kerrison Rogers is a financial adviser based in Soldiers Point, New South Wales, with 36 years of experience in the financial services industry since 1990. David is currently authorised under Akambo. 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 Certified Financial Planner from Financial Planning Association. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Deakin University/ Financial Planning Association

2004

SMSF Specialist

Strategist Group

2006

Certified Financial Planner

Financial Planning Association

2009

ASX Accredited Listed Products Adviser (ALPA) Program

Kaplan

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Akambo Pty Ltd

Apr 2023 - Present Current

Margin Lending

LONSDALE FINANCIAL GROUP PTY LTD

May 2009 - Apr 2023 Ceased

Source: ASIC Financial Advisers Register