Kasey Pass
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000394513
- Location
- West Perth WA 6005
- Licensee
- Godfrey Pembroke Group Pty Ltd (AFSL 245451)
- Authorised since
- 1 June 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Economics & Financial Planning), Curtin University (2008); RG146 Gap Assessment, MLC ThreeSixty (2010); RG146 Margin Lending, MLC ThreeSixty (2011); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2013)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kasey Pass
On the Financial Advisers Register kept by ASIC, Kasey Pass appears as a current financial adviser in West Perth, Western Australia, adviser number 000394513.
Advice is given under the Australian financial services licence of Godfrey Pembroke Group Pty Ltd, licence number 245451. The current authorisation started on 1 June 2021.
According to the register, Kasey first provided financial advice in 2008. The qualifications listed for Kasey include Bachelor of Commerce (Economics & Financial Planning) (Curtin University, 2008), RG146 Gap Assessment (MLC ThreeSixty, 2010) and RG146 Margin Lending (MLC ThreeSixty, 2011). Kasey is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kasey Pass a registered financial adviser?
Yes. Kasey Pass is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000394513.
Which licensee does Kasey Pass work under?
Godfrey Pembroke Group Pty Ltd, Australian financial services licence 245451.
What can Kasey Pass give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.