Financial Adviser
· SYDNEY, NSW
Kim Baxter
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001265411
Kim Baxter is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Kim is currently authorised under Capella Advisory Pty Ltd. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from Canberra University. Kim is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2015
Bachelor of Commerce
Canberra University
2017
Diploma of Financial Planning
Kaplan Professional
2017
Margin Lending Accreditation
DeakinCo
2018
Self-Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register