KEVIN PHOA

Financial Adviser · Melbourne, VIC

Registered

KEVIN PHOA is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2002, based in Melbourne, Victoria. They are authorised to provide advice under AWARE FINANCIAL SERVICES AUSTRALIA LIMITED (AFSL licence #000238430). Registered qualifications on file include 1997 - FIN1010 Commercial Law - Bachelor Degree (AQF 7) - Monash University, 1999 - BTX3931 Taxation Law - Bachelor Degree (AQF 7) - Monash University, 2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University.

Registration Number

001002022

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2002

Registration Date

15/07/2020

Financial Services Licensee

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Licence #000238430

📚 Qualifications & Training

1997 - FIN1010 Commercial Law - Bachelor Degree (AQF 7) - Monash University

1999 - BTX3931 Taxation Law - Bachelor Degree (AQF 7) - Monash University

2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University

2002 - Foundation DFP - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)

2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional

2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional

2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.