Financial Adviser
· KIRRAWEE, NSW
Kym Anne Coleman
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295972
Kym Anne Coleman is a financial adviser based in Kirrawee, New South Wales, with 4 years of experience in the financial services industry. Kym is currently authorised under Fortnum Private Wealth Ltd. Kym 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 Applied Finance from Charles Sturt University. Kym 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Master of Applied Finance
Charles Sturt University
2020
FPC008 Investment Advice
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register