Financial Adviser
· MILTON, QLD
Kirsty Marie Wallace
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259216
Kirsty Marie Wallace is a financial adviser based in Milton, Queensland, with 9 years of experience in the financial services industry. Kirsty is currently authorised under Alliance Wealth Pty Ltd. Kirsty 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 Commerce (Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning (DFP1-4)
Mentor Education
2019
Tax for Finanical Advising Course (DFP5v5)
Kaplan Professional
2025
Bachelor of Commerce (Financial Planning)
Deakin University
2025
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised in SMSF
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register