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- Financial Advisers Australia (FAA)
- Kylie Ann George
Kylie Ann George
- Name
- Kylie Ann George
- ID
- 424874
- ABN
- –
- First Provided Advice
- 2012
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2012 - Margin Lending - Diploma (AQF 5) - GWM Adviser Services, Advice Education
- 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
- 2014 - SMSF Specialist Advisor - Diploma (AQF 5) - SMSF Professionals Association of Australia Ltd
- 2017 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers
- 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- AFA - Fellow, Chartered Financial Practioner
- Financial Advice Association of Australia (FAAA)
- SMSF Association - SMSF Specialist Advisor Designation
Licencee
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- Sept. 20, 2018
- Ceased
- May 11, 2020
- Status
- Ceased
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- Oct. 1, 2022
- Ceased
- Dec. 2, 2022
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- May 12, 2020
- Ceased
- Sept. 9, 2022
- Status
- Current
- Licence Holder
- Mulcahy & CO Financial Planning Pty. Ltd. (#340094)
- Commenced
- Dec. 12, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- July 16, 2012
- Ceased
- March 1, 2013
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- July 1, 2013
- Ceased
- June 24, 2016
- Status
- Ceased
- Licence Holder
- Financial Wisdom Limited (#231138)
- Commenced
- March 22, 2013
- Ceased
- June 24, 2016
- Status
- Ceased
- Licence Holder
- National Australia Bank Limited (#230686)
- Commenced
- July 25, 2016
- Ceased
- May 22, 2017