Kayleigh Clarke

Name: Kayleigh Clarke
ID: 1294541
ABN: –
First Provided Advice: 2022
Restrictions: Scope of Authority: LIMITED. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) debentures, stocks or bonds issued or proposed to be issued by a government; (ii) interests in managed investment schemes including;(A) investor directed portfolio services; (iii) securities; (iv) standard margin lending facility; (v) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes ofproducts: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit products; (ii) debentures, stocks or bonds issued or proposed to be issued by a government; (iii) interests in managed investment schemes including; (A) investor directed portfolio services; (iv) securities; (v) standard margin lending facility; (vi) Self Managed Superannuation Funds (SMSFs); to retail or wholesale clients.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Uni SA
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Details of memberships of professional bodies or industry associations relevant to providing financial services