KIMBERLY MCGRATH
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2015 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2017 - Self Managed Superannuation Funds - - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Graduate Diploma of Financial Planning - - Kaplan Professional Education
2019 - Margin Lending - - Financial Education Professionals
2020 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 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.