David Kayser
Financial Adviser
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About
David Kayser is an ASIC-registered financial adviser dedicated to helping individuals and families in Walkerville, SA, achieve their financial goals. With over two decades of experience in the financial services industry, David brings a wealth of knowledge and a commitment to providing tailored advice to each client. David's qualifications include a Bachelor of Commerce from the University of Adelaide, accreditation as a Chartered Accountant from the Institute of Chartered Accountants Australia, and certification as a Financial Planner from the Financial Planning Association of Australia. He also holds a Diploma of Financial Planning from FPA/Deakin University and has completed Ethics and Professionalism in Financial Advice training with Kaplan Professional. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact David Kayser today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Kayser offer?
David Kayser provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your unique financial situation and goals.
What are David Kayser's qualifications?
David holds a Bachelor of Commerce, is a Chartered Accountant, and is a Certified Financial Planner. He also holds a Diploma of Financial Planning and has completed ethics and professionalism training.
What is the first step in working with David Kayser?
The first step is to schedule a consultation. During this meeting, David will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives.
How does David Kayser stay up-to-date with the latest financial regulations and trends?
David is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA). He also undertakes regular professional development to ensure he remains informed about changes in the financial landscape.
What can I expect from working with David Kayser?
You can expect personalized, professional advice tailored to your specific needs. David is committed to building long-term relationships with his clients based on trust and transparency. He will work with you every step of the way to help you achieve your financial goals.
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