Financial Adviser · SOUTH MELBOURNE, VIC

Lincoln Armstrong Kallady

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001241137

Lincoln Armstrong Kallady is a financial adviser based in South Melbourne, Victoria, with 12 years of experience in the financial services industry. Lincoln is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Lincoln 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 CFP Certification Program from Financial Advice Association of Australia Limited. Lincoln is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2003
MLC101 Business Law
Melbourne Institute of Business and Technology
2004
Diploma of Commerce
Melbourne Instititute of Business and Technology
2010
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education
2013
Bachelor of Commerce
University of Ballarat
2017
CFP Certification Program
Financial Advice Association of Australia Limited
2017
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Aug 2025 - Present Current
Jan 2024 - Present Current
Dec 2018 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Sep 2016 - Oct 2018 Ceased
Apr 2013 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register