Financial Adviser
· CAMBERWELL, VIC
Kaan Cengiz
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272148
Kaan Cengiz is a financial adviser based in Camberwell, Victoria, with 8 years of experience in the financial services industry. Kaan is currently authorised under Synchron Advice Pty Ltd. Kaan 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 Finance from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - All authorisation exclude SMSF Advice
Authorised to provide tax financial advice services
Qualifications and Training
2013
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2019
Bachelor of Finance
La Trobe University
2025
Margin Lending Specialist
Kaplan Education Pty Ltd
Registration History
Superannuation - All authorisation exclude SMSF Advice
Government Debentures, Stocks or Bonds - Class of Product Only; Superannuation excludes SMSF
WEALTH TRAIL PTY LTD
Government Debentures, Stocks or Bonds - Class of Product Only, Superannuation excludes SMSF
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register