Financial Adviser
· HAMILTON, NSW
Kurt Purkiss
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327217
Kurt Purkiss is a financial adviser based in Hamilton, New South Wales, with 18 years of experience in the financial services industry. Kurt is currently authorised under Lambourne Financial Services Pty Ltd. Kurt 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 Master of Business from University of Newcastle. Kurt 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning) FNS50804
Pinnacle Financial Services Academy
2010
DPML RG146 Margin Lending
Pinnacle Financial Services Academy
2011
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2014
Master of Business
University of Newcastle
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
MERITUM FINANCIAL GROUP PTY LTD
NOVATAX PTY. LIMITED
Source: ASIC Financial Advisers Register