Financial Adviser
· PERTH, WA
Kylie Watterson-stocker
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004042
Kylie Watterson-stocker is a financial adviser based in Perth, Western Australia, with 21 years of experience in the financial services industry. Kylie is currently authorised under Bdhsterling AFSL Pty Ltd. Kylie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kylie holds a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Kylie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Foreign Exchange
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register