Financial Adviser
· BRISBANE, QLD
Kimberly Mcgrath
No disciplinary history on record with ASIC
BRISBANE,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003294
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Viridian Advisory
About Kimberly Mcgrath
Kimberly Mcgrath is a financial adviser based in Brisbane, Queensland, with 13 years of experience in the financial services industry since 2013. Kimberly works at Viridian Financial Group, which is licensed through Viridian Advisory. Kimberly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kimberly's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Kimberly 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Graduate Diploma of Financial Planning
Kaplan Professional Education
2019
Margin Lending
Financial Education Professionals
2020
Accredited Aged Care Professional
Aged Care Steps
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register