Data sourced from ASIC Financial Advisers Register
Financial Adviser · GERALDTON, WA

Kylie Braschey

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000343363

Kylie Braschey is a financial adviser based in Geraldton, Western Australia, with 17 years of experience in the financial services industry. Kylie is currently authorised under Akumin Financial Planning Pty Limited. Kylie 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 Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

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

2009
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
University of Adelaide

Registration History

Akumin Financial Planning Pty Limited
Dec 2009 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register