Financial Adviser
· MELBOURNE, VIC
Kael Daniel Scott Plummer
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254495
Kael Daniel Scott Plummer is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Kael is currently authorised under Shadforth Financial Group Limited. Kael 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Kael 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business (Banking & Finance)
Victoria University
2016
FNS60415 Advanced Diploma of Financial Planning
Kaplan Professional
2019
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2020
Self Managed Superannuation Funds
Kaplan Professional Education
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Margin Lending Specialist
Kaplan Professional Education