Financial Adviser
· SOUTHBANK, VIC
Kyle Lawrence Brumley
No disciplinary history on record with ASIC
SOUTHBANK,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235523
Kyle Lawrence Brumley is a financial adviser based in Southbank, Victoria, with 14 years of experience in the financial services industry since 2012. Kyle is currently authorised under Morrows Private Wealth. Kyle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kyle's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Kyle is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Financial Planning, Finance & Accounting)
Deakin University
2015
Certified Practicing Accountant (CPA)
CPA Australia (CPA)
2016
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional