Financial Adviser
· NOWRA, NSW
Kayleigh Anderson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321665
Kayleigh Anderson is a financial adviser based in Nowra, New South Wales, with 16 years of experience in the financial services industry. Kayleigh is currently authorised under Matrix Planning Solutions Limited. Kayleigh 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 Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2011
Self Managed Superannuation Funds Course
Kaplan Professional
2018
Master of Financial Planning
Kaplan Higher Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
SOUTH COAST WEALTH MANAGEMENT PTY LTD
SOUTH COAST WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register