KATHRYN ALLYSSA KYLE
Financial Adviser ยท Oxenford, QLD
๐ Qualifications & Training
2000 - Bachelor of Business (Tourism) - Bachelor Degree (AQF 7) - Monash University
2009 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia
2013 - Advanced Diploma of Finanical Planning - Advanced Diploma (AQF 6) - Kaplan Australia
2013 - RG146 DPML Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.