Data sourced from ASIC Financial Advisers Register
Financial Adviser · PORT ADELAIDE, SA

Kira-lea Wilson

13 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000431459

Kira-lea Wilson is a financial adviser based in Port Adelaide, South Australia, with 13 years of experience in the financial services industry. Kira-lea is currently authorised under Akumin Financial Planning Pty Limited. Kira-lea 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 Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2012 - 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