David Kerrison Rogers – Financial Adviser

Adviser identifying number: 245176
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 22/05/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: S M S F FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 000337503
Authorised Representative’s ABN: 27105164163

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Kerrison Rogers is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility