Financial Adviser
· SYDNEY, NSW
Kristen Catherine Agius
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271942
Kristen Catherine Agius is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Kristen is currently authorised under Bombora Advice Pty Ltd. Kristen 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 Bachelor of Commerce (Financial Planning) from University of Wollongong Australia.
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
2018
Diploma of Financial Planning
IIT
2019
Bachelor of Commerce (Financial Planning)
University of Wollongong Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional