Financial Adviser
· MOUNT GRAVATT, QLD
He Kai Wee
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310198
He Kai Wee is a financial adviser based in Mount Gravatt, Queensland, with 2 years of experience in the financial services industry. He is currently authorised under Kdm Financial And Estate Planning Pty Ltd. He holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). He holds a Bachelor of Business from QUT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2022
Bachelor of Business
QUT
Registration History
Source: ASIC Financial Advisers Register