KIMBERLY PAGE
Financial Adviser ยท Double Bay, NSW
๐ Qualifications & Training
2016 - Diploma of Financial Planning - - Mentor Education
2024 - SMSF Specialist - Other - Super Concepts
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - TAFENSW
๐ข Professional Memberships
Financial Ombudsman Service Limited
โน๏ธ 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.