KURT PURKISS
Financial Adviser · Hamilton, NSW
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Pinnacle Financial Services Academy
2010 - DPML RG146 Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy
2011 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2014 - Master of Business - Masters Degree (AQF 9) - University of Newcastle
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.