Financial Adviser · BEENLEIGH, QLD

Kevin Andrew Wishart

BEENLEIGH, QLD
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256680
Currently at
Southport, QLD (firm address)

Kevin Andrew Wishart is a financial adviser based in Beenleigh, Queensland, with 9 years of experience in the financial services industry since 2017. Kevin is currently authorised under Maven Capital. 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 Bachelor of Commerce-Financial Planning from Griffith University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Pinnacle Financial Services Academy
2023
Bachelor of Commerce-Financial Planning
Griffith University

Registration History

Feb 2024 - Present Current
Dec 2018 - Jul 2021 Ceased
BRISTOL STREET FINANCIAL SERVICES PTY LTD
Jul 2017 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register