Financial Adviser
· BURNIE, TAS
Ashlee Kate Kenyeres
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245376
Ashlee Kate Kenyeres is a financial adviser based in Burnie, Tasmania, with 10 years of experience in the financial services industry since 2016. Ashlee is currently authorised under Fyg Planners, operating through Mancell Investment & Financial Services. Ashlee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashlee's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan Professional
2017
Self Managed Superannuation Funds
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register