Financial Adviser
· MELBOURNE, VIC
Krystle Stephenie Siomos
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273090
Krystle Stephenie Siomos is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Krystle is currently authorised under Lifewealth Pty Ltd. Krystle 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 (Accounting) from Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding Self Managed Super Funds Advice
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Accounting)
Swinburne University of Technology
2013
Diploma of Financial Planning
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Excluding Self Managed Super Funds Advice
Source: ASIC Financial Advisers Register