David Kollmorgen
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
David Kollmorgen is an ASIC-registered financial adviser dedicated to helping individuals and families in Surrey Hills, VIC, achieve their financial goals. With a Bachelor of Business (Accounting) from RMIT University (1992) and as a Chartered Accountant (CA) with Chartered Accountants Australia & New Zealand since 1995, David brings a wealth of knowledge and experience to his practice. Further solidifying his expertise, David obtained his Certified Financial Planner certification from the Financial Planning Association of Australia in 2002 and is a Registered Tax Agent with the Tax Practitioners Board since 2008. He also holds FPC002B Ethics and Professionalism in Financial Advice certification from Kaplan Higher Education Pty Limited (2021). As a member of both Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth creation and management • Retirement planning strategies • Investment advice Ready to take control of your financial future? Contact David Kollmorgen today for a consultation and personalized financial plan.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does David Kollmorgen offer?
David Kollmorgen provides advice on a range of financial products and strategies, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What qualifications does David Kollmorgen have?
David holds a Bachelor of Business (Accounting), is a Chartered Accountant (CA), a Certified Financial Planner, and a Registered Tax Agent. He has completed the FPC002B Ethics and Professionalism in Financial Advice certification, demonstrating his commitment to ethical and professional conduct.
What is the process for working with David Kollmorgen?
The process typically starts with an initial consultation to discuss your financial situation and goals. David will then develop a personalized financial plan, which he will review with you. He will then provide ongoing support and advice to help you implement your plan and stay on track.
How can financial advice from David Kollmorgen help me?
Financial advice can help you make informed decisions about your money, plan for your future, and achieve your financial goals. David can help you with everything from budgeting and saving to investing and retirement planning.
What should I expect during my first meeting with David Kollmorgen?
During your first meeting, you can expect to discuss your financial situation, goals, and concerns. David will ask questions to get to know you and understand your needs. This is also an opportunity for you to ask questions and learn more about his services.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.