Financial Adviser
· HEATHERTON, VIC
Kevin John Tate
No disciplinary history on record with ASIC
HEATHERTON,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004029
About Kevin John Tate
Kevin John Tate is a financial adviser based in Heatherton, Victoria, with 25 years of experience in the financial services industry since 2001. Kevin is currently authorised under Ff Solutions Group. Kevin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kevin's qualifications include a Advanced Diploma of Financial Planning from Kaplan Higher Education. Kevin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Planning
Kaplan Higher Education
2012
Advanced Diploma of Financial Planning
Kaplan Higher Education
Registration History
This adviser is not authorised to provide advice on margin lending, credit or self managed superannuation funds.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register