Financial Adviser
· MACKAY, QLD
Caitlyn Amy Kent
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303253
Caitlyn Amy Kent is a financial adviser based in Mackay, Queensland, with 3 years of experience in the financial services industry. Caitlyn is currently authorised under Enlightened Financial Solutions Pty Ltd. Caitlyn 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 (Accounting) from USQ. Caitlyn is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Excludes SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Accounting)
USQ
2019
Diploma of Financial Planning
Monarch Institute
2022
M669 Graduate Diploma of Financial Planning
Deakin University