Financial Adviser · MELBOURNE, VIC

Kevin James Flynn

36 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250706

Kevin James Flynn is a financial adviser based in Melbourne, Victoria, with 36 years of experience in the financial services industry. Kevin is currently authorised under Charter Financial Planning Limited. Kevin 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 Economics from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Economics

La Trobe University

1997

Graduate Diploma in Applied Finance and Investment

Securities Institute Australia (SIA)

2000

Graduate Diploma in Financial Planning

Securities Institute

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2014

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register