Financial Adviser · MACKAY, QLD

Kristian Raymond Foxon

MACKAY, QLD
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003434
Licensee
Sydney, NSW (licence address on ASIC register)

About Kristian Raymond Foxon

Kristian Raymond Foxon is a financial adviser based in Mackay, Queensland, with 11 years of experience in the financial services industry since 2015. Kristian is currently authorised under Akumin Financial Planning. Kristian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristian's qualifications include a Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2018
Certificate IV in Finance and Mortgage Broking
International Institute of Technology Pty Ltd (IIT)
2018
Diploma of Finance and Mortgage Broking Management
International Institute of Technology Pty Ltd (IIT)
2018
Margin Lending
International Institute of Technology Pty Ltd (IIT)
2019
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2024
Graduate Diploma of Financial Planning
Deakin University

Registration History

Mar 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Sep 2014 - Feb 2017 Ceased
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register