Financial Adviser
· SOUTH PERTH, WA
Kevin Cardozo
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004716
About Kevin Cardozo
Kevin Cardozo is a financial adviser based in South Perth, Western Australia, with 15 years of experience in the financial services industry since 2011. Kevin is currently authorised under Phase3wealth. 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 Professional 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
2011
Diploma of Financial Planning
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
Registration History
A.C.N. 133 593 012 PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register