KYLIE LEANNE ABBEY
Financial Adviser · Secret Harbour, WA
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University
2005 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca
2008 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - Kaplan Professional
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2013 - Advanced Diploma of Financial Planning (FNS60410) - Advanced Diploma (AQF 6) - Kaplan Professional
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.