Financial Adviser · PEREGIAN BEACH, QLD

Kyle Rees Sonderup

PEREGIAN BEACH, QLD
11 Years experience
ASIC Registered · ADV 001322458
Currently at
Peregian Beach, QLD (firm address)

About Kyle Rees Sonderup

Kyle Rees Sonderup is a financial adviser based in Peregian Beach, Queensland, with 11 years of experience in the financial services industry since 2015. Kyle is currently authorised under Myglobalcfo. Kyle holds authorisations to advise on superannuation, managed investments, securities and government bonds. Kyle's qualifications include a Bachelor of Commerce from University of Johannesburg. Kyle is a member of Chartered Financial Analyst Institute (CFA Institute) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Superannuation Managed Investments Securities Government Bonds

Restrictions: There are no restrictions. But in addition to the above, the adviser is able to provide 1.1. Provide personal and general financial product advice in 1.1.1.Basic deposit products, and he is able to provide general financial product advice in 1.2.1 Foreign exchange contracts and 1.2.2. Non-cash payment products (which also align with the products approved in the AFSL application). Furthermore he is authorised to Deal in a financial product. This is specificically 2.1. Issue, apply for, acquire, vary or dispose of a financial product in 2.1.1 Foreign exchange contracts, 2.1.2 Non-cash payment products. Lastly he is authorised to 2.2 Apply for, acquire, vary or dispose of a financial product on behalf of another person in 2.2.1 Basic deposit products, 2.2.2. Debentures, stocks or bonds issued or proposed to be issued by a government, 2.2.3 Managed investment schemes including IDPS, 2.2.4 Securities, and 2.2.5 Superannuation

Qualifications and Training

2006
Bachelor of Commerce
University of Johannesburg
2007
Bachelor of Commerce with Honours
University of Johannesburg
2010
Chartered Accountant (CA)
SAICA
2011
Chartered Financial Analyst
CFA Institute
2015
Diploma of Financial Planning
Kaplan Education
2020
Certificate in Mortgage Broking
FARSTA
2026
Client Engagement Skills
Behavioural Finance - Kaplan Education
2026
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Education
2026
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education

Registration History

Jul 2026 - Present Current
There are no restrictions. But in addition to the above, the adviser is able to provide 1.1. Provide personal and general financial product advice in 1.1.1.Basic deposit products, and he is able to provide general financial product advice in 1.2.1 Foreign exchange contracts and 1.2.2. Non-cash payment products (which also align with the products approved in the AFSL application). Furthermore he is authorised to Deal in a financial product. This is specificically 2.1. Issue, apply for, acquire, vary or dispose of a financial product in 2.1.1 Foreign exchange contracts, 2.1.2 Non-cash payment products. Lastly he is authorised to 2.2 Apply for, acquire, vary or dispose of a financial product on behalf of another person in 2.2.1 Basic deposit products, 2.2.2. Debentures, stocks or bonds issued or proposed to be issued by a government, 2.2.3 Managed investment schemes including IDPS, 2.2.4 Securities, and 2.2.5 Superannuation

Source: ASIC Financial Advisers Register