Financial Adviser · MACKAY, QLD

Kelwyn Francis Sippel

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000313116

Kelwyn Francis Sippel is a financial adviser based in Mackay, Queensland, with 19 years of experience in the financial services industry. Kelwyn is currently authorised under Accuvest Pty Ltd. Kelwyn 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 Deakin University/FPA. Kelwyn 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 Securities Deposit Products Government Bonds

Restrictions: Derivatives limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

1990
Bachelor of Education
Queensland University of Queensland
2006
Post Graduate Diploma in Personal Financial Planning
University of Southern Queensland
2014
Certified Financial Planner
Deakin University/FPA

Registration History

May 2007 - Present Current
Derivatives limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register