Financial Adviser
· SUNBURY, VIC
Casey Marijke Kropman
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417236
Casey Marijke Kropman is a financial adviser based in Sunbury, Victoria, with 14 years of experience in the financial services industry. Casey is currently authorised under Count Financial Limited. Casey 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 1-4 Program from Financial Planning Association of Australia (FPA). Casey is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2000
Bachelor of Commerce
The University of Melbourne
2005
CFP Certification 1-4 Program
Financial Planning Association of Australia (FPA)
2012
SMSF Specialist Advisor
SMSF Association
2015
928 Margin Lending
Other - Kaplan Professional
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register