KYLA JADE SMITH

Financial Adviser · Birtinya, QLD

Registered

Registration Number

000470342

Registration Status

Registered

Location

Birtinya, QLD 4575

Providing Advice Since

2015

Registration Date

22/07/2020

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2014 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2015 - ASX Listed Products Accreditation Course - Other - LPAC Online Pty Ltd
2016 - Super Concepts & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - University of Adelaide
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

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.