DAVIN KIM

Financial Adviser ยท Concord, NSW

Registered

Registration Number

001295447

Registration Status

Registered

Location

Concord, NSW 2137

Providing Advice Since

2023

Registration Date

18/02/2022

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

๐Ÿ“š Qualifications & Training

2014 - Bachelor of Commerce (Business Economics and Finance) - Bachelor Degree (AQF 7) - University of New South Wales
2015 - Master of Finance - Masters Degree (AQF 9) - University of New South Wales
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.