Financial Adviser
· HAMILTON, NSW
Dene Jason Kilpatrick
No disciplinary history on record with ASIC
HAMILTON,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240949
About Dene Jason Kilpatrick
Dene Jason Kilpatrick is a financial adviser based in Hamilton, New South Wales, with 10 years of experience in the financial services industry since 2016. Dene is currently authorised under Vw Licence, operating through Visionary Wealth. Dene holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dene's qualifications include a Bachelor of Business from Charles Sturt University. Dene is a member of CPA Australia (CPA).
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
2002
Bachelor of Business
Charles Sturt University
2003
Certified Practising Accountant Program
CPA Australia
2015
Self Managed Superannuation Fund
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Margin Lending Specialist
Kaplan Professional
Registration History
CPA AUSTRALIA ADVICE PTY LTD
BEYOND WEALTH PTY LTD
Source: ASIC Financial Advisers Register