Financial Adviser
· SYDNEY, NSW
Kirsten Lee Lynn
No disciplinary history on record with ASIC
SYDNEY,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249702
About Kirsten Lee Lynn
Kirsten Lee Lynn is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry since 2016. Kirsten is currently authorised under Sira Group, operating through Integral Private Wealth Group. Kirsten holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kirsten's qualifications include a Bachelor of Law from UNSW.
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
2004
Bachelor of Law
UNSW
2005
Graduate Diploma of Legal Practice
College of Law
2016
Diploma Financial Planning
Kaplan Professional
2016
Margin Lending
Other - Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Super Funds
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional