Financial Adviser
· WALKERVILLE, SA
David Lorentz Kayser
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277698
David Lorentz Kayser is a financial adviser based in Walkerville, South Australia, with 26 years of experience in the financial services industry since 2000. David is currently authorised under Ddma, operating through Kayser Wealth Strategies. 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 of Australia. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ) 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Adelaide
2000
Chartered Accountant Program
Institute of Chartered Accountants Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
FPA/Deakin University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional