Data sourced from ASIC Financial Advisers Register
Financial Adviser · BELLA VISTA, NSW

Kai Ki Angela Woo

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001250840

Kai Ki Angela Woo is a financial adviser based in Bella Vista, New South Wales, with 10 years of experience in the financial services industry. Kai is currently authorised under Akumin Financial Planning Pty Limited. Kai 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 Master of Business Administration from University of Technology Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Business
University of Technology Sydney
2005
Master of Business Administration
University of Technology Sydney
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Dec 2016 - Jul 2020 Ceased
Government debentures stocks or bonds - class of product advice only - securities - class of product advice only SMSF restriction

Source: ASIC Financial Advisers Register