Financial Adviser
· CANBERRA, ACT
Kelsi Blumson
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001316656
Kelsi Blumson is a financial adviser based in Canberra, Australian Capital Territory. Kelsi is currently authorised under Ep Financial Services Pty Ltd. Kelsi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from ANU. Kelsi is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
ANU
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
SMSF Specialist Advisor (SSA)
SMSF Association