Financial Advisor
Current
Apr 2024 - Present
AeroLeads people directory · profile
David Lorimer Email & Phone Number
Financial Advisor (CFP) at RDL Accountants
at
RDL Accountants
LinkedIn matched
3 data sources
Profile completeness 86%
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
5 roles
David Lorimer work experience
A career timeline built from the work history available for this profile.
Provisional Advisor At Rdl Financial Planning
Jun 2023 - Apr 2024
Paraplanner
Jan 2020 - Jun 2023
Pharmacy Assistant
Jan 2016 - Jan 2020
Student Engineer
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 →
EW
Emma Wu
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
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FH
Fraser Holt
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
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EP
Emily Pell
Colleague at Rdl Accountants
Vermont South, Victoria, Australia, Australia
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SS
Sharon Saurty
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
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AL
Andrew Low
Colleague at Rdl Accountants
Templestowe, Victoria, Australia, Australia
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KR
Kay Roberts
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
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SV
Stef Vanderslik
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
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ML
Matthew Lusted
Colleague at Rdl Accountants
Melbourne, Victoria, Australia, Australia
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Emma Wu
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
View →
FH
Fraser Holt
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
View →
EP
Emily Pell
Colleague at Rdl Accountants
Vermont South, Victoria, Australia, Australia
View →
SS
Sharon Saurty
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
View →
AL
Andrew Low
Colleague at Rdl Accountants
Templestowe, Victoria, Australia, Australia
View →
KR
Kay Roberts
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
View →
SV
Stef Vanderslik
Colleague at Rdl Accountants
Greater Melbourne Area, Australia
View →
ML
Matthew Lusted
Colleague at Rdl Accountants
Melbourne, Victoria, Australia, Australia
View →
5 education records
David Lorimer education
Certified Financial Planner (Cfp), Financial Planning And Services, Standard Satisfied
Financial Planning Association (Fpa)
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
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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