DENE JASON KILPATRICK
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Charles Sturt University
2003 - Certified Practising Accountant Program - Professional Designations - CPA Australia
2015 - Self Managed Superannuation Fund - Other - Mentor Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Margin Lending Specialist - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ 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.