Financial Adviser
· SOUTHPORT, QLD
Kurt Fitzgibbon
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420357
Kurt Fitzgibbon is a financial adviser based in Southport, Queensland, with 26 years of experience in the financial services industry. Kurt is currently authorised under Asvw Financial Services Pty Ltd. 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 of Financial Planning from Kaplan Professional. Kurt 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
2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Self Managed Super Funds
SMSF Strategies
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Accredited Aged Care Professional
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan Professional