David Lorimer
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David Lorimer Email & Phone Number

Financial Advisor (CFP) at RDL Accountants at RDL Accountants
Location: Melbourne, Victoria, Australia 5 work roles 5 schools
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Current company
Role
Financial Advisor (CFP) at RDL Accountants
Location
Melbourne, Victoria, Australia
Company size

Who is David Lorimer? Overview

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Quick answer

David Lorimer is listed as Financial Advisor (CFP) at RDL Accountants at RDL Accountants, a company with 15 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for David Lorimer.

David Lorimer previously worked as Financial Advisor at Rdl Accountants and Provisional Advisor at RDL financial planning at Rdl Accountants. David Lorimer holds Certified Financial Planner (Cfp), Financial Planning And Services, Standard Satisfied from Financial Planning Association (Fpa).

Company email context

Email format at RDL Accountants

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RDL Accountants

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Profile bio

About David Lorimer

Fully qualified Financial Advisor (CFP).Providing holistic advice and helping clients to meet their financial and investing objectives.Experienced using Xplan/Midwinter and various adviser wrap platforms.

Current workplace

David Lorimer's current company

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RDL Accountants
Rdl Accountants
Financial Advisor (CFP) at RDL Accountants
blackburn, victoria, australia
Employees
15
AeroLeads page
5 roles

David Lorimer work experience

A career timeline built from the work history available for this profile.

Provisional Advisor At Rdl Financial Planning

Melbourne, Victoria, Australia

Jun 2023 - Apr 2024

Paraplanner

Blackburn, Victoria, Australia

Jan 2020 - Jun 2023

Pharmacy Assistant

Pakenham Upper, Victoria, Australia

Jan 2016 - Jan 2020

Student Engineer

Wonthaggi, Victoria, Australia

Vacation program, employed over university holidays.Assisted in the management and effective organisation in storing their data electronically.

Dec 2017 - Feb 2018
Team & coworkers

Colleagues at RDL Accountants

Other employees you can reach at rdlaccountants.com.au. View company contacts for 15 employees →

5 education records

David Lorimer education

Certified Financial Planner (Cfp), Financial Planning And Services, Standard Satisfied

Financial Planning Association (Fpa)

Additional Aged Care Specialist designation approved for use.

Accredited Aged Care Professional, Financial Planning And Services, Hd

Aged Care Steps

Master Of Financial Planning, Financial Planning And Services, Distinction

Bachelor'S Degree, Finance, General, Distinction

Specialisation in Finance. Vice Chancellor's Scholarship (merit and equity) Vice Chancellor's Scholarship (community involvement and.

Vce, 94.50

Beaconhills College
FAQ

Frequently asked questions about David Lorimer

Quick answers generated from the profile data available on this page.

What company does David Lorimer work for?

David Lorimer works for RDL Accountants.

What is David Lorimer's role at RDL Accountants?

David Lorimer is listed as Financial Advisor (CFP) at RDL Accountants at RDL Accountants.

Where is David Lorimer based?

David Lorimer is based in Melbourne, Victoria, Australia while working with RDL Accountants.

What companies has David Lorimer worked for?

David Lorimer has worked for Rdl Accountants, Chemist Warehouse, and Thiess Degrémont (Victorian Desalination Project).

Who are David Lorimer's colleagues at RDL Accountants?

David Lorimer's colleagues at RDL Accountants include Emma Wu, Fraser Holt, Emily Pell, Sharon Saurty, and Andrew Low.

How can I contact David Lorimer?

You can use AeroLeads to view verified contact signals for David Lorimer at RDL Accountants, including work email, phone, and LinkedIn data when available.

What schools did David Lorimer attend?

David Lorimer holds Certified Financial Planner (Cfp), Financial Planning And Services, Standard Satisfied from Financial Planning Association (Fpa).

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