KYM JAMES VIVIAN

Financial Adviser ยท Gawler South, SA

Registered

Registration Number

000250378

Registration Status

Registered

Location

Gawler South, SA 5118

Providing Advice Since

1998

Registration Date

24/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

โ„น๏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.