Financial Adviser · GERALDTON, WA

Kylie Braschey

GERALDTON, WA

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000343363

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Kylie Braschey

Kylie Braschey is a financial adviser based in Geraldton, Western Australia, with 17 years of experience in the financial services industry since 2009. Kylie is currently authorised under Akumin Financial Planning. Kylie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kylie's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Self Managed Superannuation Funds

University of Adelaide

Registration History

Akumin Financial Planning Pty Limited

Dec 2009 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register