KYLIE THOMPSON
Financial Adviser · Duncraig, WA
📚 Qualifications & Training
1990 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
1990 - LAW1100 Legal Framework I - Other - Edith Cowan University (ECU)
1990 - LAW2400 Taxation Law II - Other - Edith Cowan University (ECU)
1991 - CPA - Professional Designations - CPA Australia
2011 - Accreditation in SMSF - Other - Terra Cordis
2013 - Accreditation in Margin Lending - Other - Pinnacle
2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
2022 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2025 - FPC007B Client Enagagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
CPA - Certified Practising Accountant (CPA)
CPA Australia (CPA)
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.