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KF

Kevin Flynn

Financial Adviser

Epacris Securities
Melbourne, VIC 3004

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Kevin Flynn is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a career spanning over three decades, Kevin holds a Bachelor of Economics from La Trobe University (1989), a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia (SIA) (1997), a Graduate Diploma in Financial Planning from the Securities Institute (2000), a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) (2005), and specialist SMSF accreditation from Kaplan Higher Education (2014), and is also an Accredited Listed Product Adviser (ASX ALPA) and holds certifications in Ethics and Professionalism in Financial Advice. Kevin is equipped to provide expert guidance across a wide range of financial areas. Authorised to advise on superannuation, insurance, wealth management, retirement planning, and various investment products, Kevin offers tailored strategies to suit each client's unique circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice including securities and derivatives Whether you are planning for retirement, seeking to grow your wealth, or need assistance with superannuation or insurance, Kevin can provide the expert advice you need. Contact Kevin today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management strategies Investment advice Insurance solutions Securities and derivatives SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000250706

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Kevin Flynn offer?

Kevin Flynn provides advice on a range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investment strategies involving securities and derivatives.

What qualifications does Kevin Flynn have?

Kevin holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, a Graduate Diploma in Financial Planning, a Diploma of Financial Planning, a Self Managed Superannuation Funds certification, and is an Accredited Listed Product Adviser. He also holds certifications in Ethics and Professionalism in Financial Advice.

What is Kevin Flynn's approach to financial planning?

Kevin takes a personalized approach, tailoring strategies to each client's unique circumstances and financial goals. He focuses on building long-term relationships and providing ongoing support.

How can Kevin Flynn help me plan for retirement?

Kevin can assist with all aspects of retirement planning, including superannuation optimization, investment strategies, and income projections to help you achieve a comfortable retirement.

What should I expect during my first meeting with Kevin Flynn?

During your initial consultation, Kevin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives and discuss the services he can provide.

Get in Touch

Contact Kevin directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.