Kevin Cardozo
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004716
- Location
- South Perth WA 6151
- Licensee
- PHASE3WEALTH Pty Ltd (AFSL 537118)
- Authorised since
- 20 May 2022
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2011); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kevin Cardozo
On the Financial Advisers Register kept by ASIC, Kevin Cardozo appears as a current financial adviser in South Perth, Western Australia, adviser number 001004716.
Advice is given under the Australian financial services licence of PHASE3WEALTH Pty Ltd, licence number 537118. The current authorisation started on 20 May 2022.
The register records 2011 as the year Kevin first provided financial advice. The qualifications listed for Kevin include Diploma of Financial Planning (Kaplan Professional Education, 2011), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Self Managed Superannuation Funds (Kaplan Professional Education, 2012). Kevin 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kevin Cardozo a registered financial adviser?
Yes. Kevin Cardozo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004716.
Which licensee does Kevin Cardozo work under?
PHASE3WEALTH Pty Ltd, Australian financial services licence 537118.
What can Kevin Cardozo give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.