Financial Adviser · WOLLONGONG, NSW

Kirk William Alpen

8 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001263710

Kirk William Alpen is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry. Kirk is currently authorised under Aware Financial Services Australia Limited. Kirk 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 (Finance and Financial Planning from University of Wollongong. Kirk is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2015

ACCY228 Taxation for Financial Planners

University of Wollongong

2015

LAW101 Law, Business and Society

University of Wollongong

2016

Bachelor of Commerce (Finance and Financial Planning

University of Wollongong

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Apr 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register