Financial Adviser
· BRISBANE CITY, QLD
Kirby Jamieson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236969
Kirby Jamieson is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry. Kirby is currently authorised under Walshs Financial Planning Pty Ltd. Kirby 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 Management from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business Management
University of Queensland
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2017
Commercial Law
Kaplan Education Pty Ltd
2019
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education