KYLE BOULDEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2023 - National DTR Accreditation Program (Cash Equities) - Other - Stockbrokers and Investment Advisers Association
2023 - National DTR Accreditation Program (Derivatives) - Other - Stockbrokers and Investment Advisers Association
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.