Financial Adviser
· SECRET HARBOUR, WA
Kylie Leanne Abbey
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333719
Kylie Leanne Abbey is a financial adviser based in Secret Harbour, Western Australia, with 17 years of experience in the financial services industry. Kylie is currently authorised under Interprac Financial Planning 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). Their qualifications include a Bachelor of Commerce from Murdoch University.
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
Bachelor of Commerce
Murdoch University
2005
Self Managed Superannuation Funds
Tribeca
2008
Diploma of Financial Services (Financial Planning) (FNS50804)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
Advanced Diploma of Financial Planning (FNS60410)
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register