Financial Adviser
· ROSE PARK, SA
Kayleigh Clarke
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294541
Kayleigh Clarke is a financial adviser based in Rose Park, South Australia, with 4 years of experience in the financial services industry. Kayleigh is currently authorised under Sgn Financial Pty Ltd. Kayleigh 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 (Financial Planning) (DBRF) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: no smsf
Authorised to provide tax financial advice services
Qualifications and Training
2021
ACCT3002 Taxation law 1
University of South Australia
2021
Bachelor of Business (Financial Planning) (DBRF)
University of South Australia
2021
COML2005 Company and Partnership Law
University of South Australia
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
no smsf
Excluding self managed superannuation funds
STATEWIDE SUPERANNUATION PTY LTD
Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) debentures, stocks or bonds issued or proposed to be issued by a government; (ii) interests in managed investment schemes including;(A) investor directed portfolio services; (iii) securities; (iv) standard margin lending facility; (v) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes ofproducts: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products; (ii) debentures, stocks or bonds issued or proposed to be issued by a government; (iii) interests in managed investment schemes including; (A) investor directed portfolio services; (iv) securities; (v) standard margin lending facility; (vi) Self Managed Superannuation Funds (SMSFs); to retail or wholesale clients.
Source: ASIC Financial Advisers Register