Financial Adviser · BRISBANE CITY, QLD

Kirby Jamieson

BRISBANE CITY, QLD
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001236969
Licensee
Brisbane, QLD (licence address on ASIC register)

About Kirby Jamieson

Kirby Jamieson is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry since 2015. Kirby is currently authorised under Walshs Financial Planning. Kirby holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kirby's 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 Securities Deposit Products

Restrictions: No margin lending

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
2026
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2026
SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited

Registration History

Jun 2018 - Present Current
No margin lending
Nov 2015 - Jan 2017 Ceased

Source: ASIC Financial Advisers Register