Financial Adviser
· SYDNEY, NSW
Kyle Boulden
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298048
Kyle Boulden is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Kyle is currently authorised under Canaccord Genuity Financial Limited. Kyle holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan. Kyle is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan
2023
National DTR Accreditation Program (Cash Equities)
Stockbrokers and Investment Advisers Association
2023
National DTR Accreditation Program (Derivatives)
Stockbrokers and Investment Advisers Association
Registration History
Source: ASIC Financial Advisers Register