KIM SCOTT
Financial Adviser · Tamworth, NSW
📚 Qualifications & Training
1989 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England
1992 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
1994 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.