Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST END, QLD

Scott Andrew Kilvington

26 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000248816

Scott Andrew Kilvington is a financial adviser based in West End, Queensland, with 26 years of experience in the financial services industry. Scott is currently authorised under Charter Financial Planning Limited. Scott 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

1988
Bachelor of Business (Management)
Queensland Institute of Technology (QIT)
1991
Certificate of Superannuation Management
Association of Superannuation Funds of Australia Ltd (ASFA)
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
Self Managed Superannuation Funds
Tribeca
2010
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Mar 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jan 2004 - Mar 2023 Ceased
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