Financial Adviser
· OXENFORD, QLD
Kathryn Allyssa Kyle
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441983
Kathryn Allyssa Kyle is a financial adviser based in Oxenford, Queensland, with 13 years of experience in the financial services industry. Kathryn is currently authorised under Mdrc Wealth Pty Ltd. Kathryn 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 Business (Tourism) from Monash University. Kathryn 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business (Tourism)
Monash University
2009
Diploma of Financial Planning FNS50804
Kaplan Australia
2013
Advanced Diploma of Finanical Planning
Kaplan Australia
2013
RG146 DPML Margin Lending
Pinnacle Financial Services Academy
2018
Graduate Diploma of Financial Planning
Kaplan Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional