Financial Adviser
· BERSERKER, QLD
Kristy Mitchell
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406250
Kristy Mitchell is a financial adviser based in Berserker, Queensland, with 15 years of experience in the financial services industry. Kristy is currently authorised under Bombora Advice 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 Graduate Diploma of Financial Planning from Central Queensland University. Kristy 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma Financial Services (Financial Planning) FNS50804
MLC ThreeSixty
2011
RG146 Provide advice in Margin Lending
MLC ThreeSixty
2017
Advanced Diploma Financial Planning FNS60415
Kaplan Australia
2021
Graduate Diploma of Financial Planning
Central Queensland University
Registration History
GWM ADVISER SERVICES PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register