David Kollmorgen Financial Planner Report

Name:
David Leslie Kollmorgen

Rep Number:
000240637

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2008-04-17 onwards

Licensee
Name:

Number:
000322207

ABN:
15 129 312 661

Appointed By
Name:
Mks Wealth Management Pty Ltd

Licence Number:
000322207

ABN:
15 129 312 661

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT University
Bachelor of Business (Accounting)
Financial Planning Association
Certified Financial Planner
Institute of Chartered Accountants in Australia
Chartered Accountant

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)