David Leslie Kollmorgen – Financial Adviser

Adviser identifying number: 240637
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: MKS WEALTH MANAGEMENT PTY LTD
Licence number: 322207
Licensee’s ABN: 15129312661
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/04/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MKS WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 322207
Authorised Representative’s ABN: 15129312661

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

Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

David Leslie Kollmorgen 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation