Kevin James Flynn
Financial Adviser in Melbourne, Victoria, Australia
Review Kevin James Flynn
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000250706
- Location
- Melbourne VIC 3004
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 3 August 2012
- First provided advice
- 1990
- Qualifications
- Bachelor of Economics, La Trobe University (1989); Graduate Diploma in Applied Finance and Investment, Securities Institute Australia (SIA) (1997); Graduate Diploma in Financial Planning, Securities Institute (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kevin James Flynn
Kevin James Flynn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000250706).
Kevin provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 3 August 2012.
According to the register, Kevin first provided financial advice in 1990. Qualifications and training on file include Bachelor of Economics (La Trobe University, 1989), Graduate Diploma in Applied Finance and Investment (Securities Institute Australia (SIA), 1997) and Graduate Diploma in Financial Planning (Securities Institute, 2000).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Kevin James Flynn here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kevin James Flynn a registered financial adviser?
Yes. Kevin James Flynn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250706.
Which licensee does Kevin James Flynn work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Kevin James Flynn 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."