Financial Adviser · CAPALABA, QLD

Kurt Damien Maxey-fisher

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000287498

Kurt Damien Maxey-fisher is a financial adviser based in Capalaba, Queensland, with 18 years of experience in the financial services industry. Kurt is currently authorised under Akumin Financial Planning Pty Limited. Kurt 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 in Applied Finance and Investment from Securities Institute Education.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Graduate Diploma in Applied Finance and Investment

Securities Institute Education

2016

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2019

SuperConcepts Specialist SMSF Course

University of Adelaide

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2016 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register