KEVIN JOHN KROEGER

Financial Adviser · Bella Vista, NSW

Registered

Registration Number

001003319

Registration Status

Registered

Location

Bella Vista, NSW 2153

Providing Advice Since

2004

Registration Date

16/06/2017

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2000 - Bachelor of Science in Electrical Engineering - Bachelor Degree (AQF 7) - Missouri University of Science and Technology
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Services Institute of Australia (FINSIA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2017 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited

ℹ️ 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.