Financial Adviser
· ALBURY, NSW
Kim Leanne Barber
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273244
Kim Leanne Barber is a financial adviser based in Albury, New South Wales, with 8 years of experience in the financial services industry. Kim is currently authorised under W & C Barber Pty Ltd. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Marketing) from Charles Sturt University. Kim is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Marketing)
Charles Sturt University
2012
Diploma of Financial Services (FP)
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Source: ASIC Financial Advisers Register