Financial Adviser · MELBOURNE, VIC

Kevin Phoa

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002022

Currently at

Sydney, NSW

View firm profile

Kevin Phoa is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Kevin is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Kevin holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Kevin's qualifications include a Bachelor of Business (Banking and Finance) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

1997

FIN1010 Commercial Law

Monash University

1999

BTX3931 Taxation Law

Monash University

2001

Bachelor of Business (Banking and Finance)

Monash University

2002

Foundation DFP

Financial Planning Association of Australia (FPA)

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Nov 2022 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Jul 2020 - Nov 2022 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

VICSUPER PTY LTD

Aug 2006 - Jun 2020 Ceased

VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register