Financial Adviser · TAMWORTH, NSW

Kim Scott

35 Years experience
Tax advice
authorised
ASIC Registered · ADV 000231685

Kim Scott is a financial adviser based in Tamworth, New South Wales, with 35 years of experience in the financial services industry. Kim is currently authorised under Count Financial 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 Bachelor of Financial Administration from University of New England. Kim is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association.

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

1989
Bachelor of Financial Administration
University of New England
1992
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
1994
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education

Registration History

Mar 2014 - Present Current
FORSYTHES FINANCIAL SERVICES PTY LTD
Nov 2011 - Nov 2013 Ceased
Mar 2010 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register