Financial Adviser · SYDNEY, NSW

David William Rodgers

SYDNEY, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000457820

Currently at

United Advisory

Sydney, NSW (firm address)

View firm profile

David William Rodgers is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. David is currently authorised under United Advice, operating through United Advisory. 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2022

MAI769 Ethics for Financial Services

Ethics - Deakin University

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

United Advice Pty Ltd

Mar 2026 - Present Current

Ia Advice Pty Ltd

Sep 2022 - Dec 2025 Ceased

Akumin Financial Planning Pty Limited

May 2014 - Aug 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Bridges Financial Services Pty Limited

May 2007 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register