David Rogers Financial Planner Report

Name:
David Kerrison Rogers

Rep Number:
000245176

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2009-05-22 onwards

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
S M S F Financial Group Pty Ltd

Licence Number:
000337503

ABN:
27 105 164 163

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
Own Managed Investment Scheme Only
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Accredited Estate Planning Strategist
Deakin University/ Financial Planning Association
Certified Financial Planner
Deakin University/ Financial Planning Association
Diploma of Financial Planning
University of Technology Sydney
Estate Planning
Strategist Group
SMSF Specialist

Memberships
Financial Planning Association of Australia (FPA)