Financial Adviser · WAGGA WAGGA, NSW

Kiri Anne Taupo

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001234976

Kiri Anne Taupo is a financial adviser based in Wagga Wagga, New South Wales, with 11 years of experience in the financial services industry. Kiri is currently authorised under Akumin Financial Planning Pty Limited. Kiri 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
FPE020 SMSF Regulation and Taxation
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Oct 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Mar 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2017 - Mar 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2015 - Jul 2017 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register