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

Kevin John Kroeger

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001003319

Kevin John Kroeger is a financial adviser based in Bella Vista, New South Wales, with 22 years of experience in the financial services industry. Kevin is currently authorised under Akumin Financial Planning Pty Limited. Kevin 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2000
Bachelor of Science in Electrical Engineering
Missouri University of Science and Technology
2004
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Financial Services Institute of Australia (FINSIA)
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2017
SuperConcepts Specialist SMSF Course
University of Adelaide
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Westpac Banking Corporation
Aug 2009 - May 2017 Ceased

Source: ASIC Financial Advisers Register