Financial Adviser
· THE JUNCTION, NSW
Kristy Lee Coulin
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263235
Kristy Lee Coulin is a financial adviser based in The Junction, New South Wales, with 8 years of experience in the financial services industry. Kristy is currently authorised under Ri Advice Group Pty Ltd. Kristy 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 Business from University of Newcastle Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business
University of Newcastle Australia
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2019
Accredited Listed Product Adviser Program
Kaplan Professional Education
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited