DENISE KAY KIPLING

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000235861

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1998

Registration Date

01/09/2003

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

šŸ“š Qualifications & Training

2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2004 - CFP Education Program - Professional Designations - Financial Planning Association of Australia
2007 - FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - South Western Sydney Institute
2014 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2020 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

ā„¹ļø 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.