JOHN PHILLIP KIRK

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000421530

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2011

Registration Date

30/04/2013

Financial Services Licensee

GRIMSEY WEALTH PTY LTD

Licence #000293334

πŸ“š Qualifications & Training

2010 - Bachelor of Business (Financial Planning - Bachelor Degree (AQF 7) - RMIT
2013 - Diploma of Finance and Mortgage broking management - - Kaplan
2015 - CFP - Professional Designations - FPA
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.