Financial Adviser
· ORANGE, NSW
Kim Maree Bryant
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004631
Kim Maree Bryant is a financial adviser based in Orange, New South Wales, with 28 years of experience in the financial services industry. Kim is currently authorised under Australian Financial Planning Group Pty Limited. 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 Master of Financial Planning from Kaplan Professional. 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Aged Care Specialist
Aged Care Steps
Registration History
STEP UP FINANCIAL GROUP PTY. LTD.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register