KERRIE JAYNE BAMPTON

Financial Adviser · Fortitude Valley, QLD

Registered

Registration Number

000260311

Registration Status

Registered

Location

Fortitude Valley, QLD 4006

Providing Advice Since

2004

Registration Date

31/07/2023

Financial Services Licensee

HORSEY JAMESON BIRD PTY. LTD.

Licence #000222029

📚 Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2004 - Self Managed Superannuation Funds Adviser Course - Diploma (AQF 5) - Tribeca
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - ASX Accredited Listed Products Adviser - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

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.