Kylie Braschey
Financial Adviser in Geraldton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343363
- Location
- Geraldton WA 6530
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 9 December 2009
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Self Managed Superannuation Funds, University of Adelaide (2013)
- 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, 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 Kylie Braschey
On the Financial Advisers Register kept by ASIC, Kylie Braschey appears as a current financial adviser in Geraldton, Western Australia, adviser number 000343363.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 9 December 2009.
The register records 2009 as the year Kylie first provided financial advice. The qualifications listed for Kylie include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009) and Self Managed Superannuation Funds (University of Adelaide, 2013).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Kylie Braschey a registered financial adviser?
Yes. Kylie Braschey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343363.
Which licensee does Kylie Braschey work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Kylie Braschey 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; 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."