KEVIN LY
Financial Adviser · Abbotsford, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2014 - Diploma of Financial Planning - - Kaplan Professional
2016 - Advice in Margin Lending - - Kaplan
2016 - Self Managed Superannuation Funds - - Kaplan
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association
2020 - Financial Adviser Exam - Other - FASEA
2020 - M569 Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Deakin University
2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
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.