KIRSTEN LEE LYNN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Law - Bachelor Degree (AQF 7) - UNSW
2005 - Graduate Diploma of Legal Practice - - College of Law
2016 - Diploma Financial Planning - - Kaplan Professional
2016 - Margin Lending - General Advice - Other - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Self Managed Super Funds - Other - Kaplan Professional
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2023 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
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.