Data sourced from ASIC Financial Advisers Register
Financial Adviser · ABBOTSFORD, VIC

Kevin Ly

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001238077
Currently at
Kearney Group Private Wealth
Abbotsford, VIC
View firm profile

Kevin Ly is a financial adviser based in Abbotsford, Victoria, with 11 years of experience in the financial services industry since 2015. Kevin is currently authorised under Imagineering Fs, operating through Kearney Group Private Wealth. Kevin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kevin's qualifications include a Certified Financial Planner from Financial Planning Association. Kevin is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Business (Accounting)
Monash University
2014
Diploma of Financial Planning
Kaplan Professional
2016
Advice in Margin Lending
Kaplan
2016
Self Managed Superannuation Funds
Kaplan
2019
Certified Financial Planner
Financial Planning Association
2020
Financial Adviser Exam
FASEA
2020
M569 Graduate Certificate of Financial Planning
Deakin University
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Imagineering Fs Pty Ltd
Nov 2018 - Present Current
Akumin Financial Planning Pty Limited
Dec 2015 - Apr 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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