KIM HOLMES WOOD
Financial Adviser · Southport, QLD
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca (Kaplan Professional)
2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2021 - FNS40815 Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Mentor Education
2025 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
SMSF Association
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.