Financial Adviser
· BRIGHTON, VIC
Kristianne Renee Badgery
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260861
Kristianne Renee Badgery is a financial adviser based in Brighton, Victoria, with 9 years of experience in the financial services industry. Kristianne is currently authorised under Capstone Financial Planning Pty Ltd. Kristianne 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. Kristianne 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Graduate Certificate of Accounting
Deakin University
2015
Advanced Diploma of Financial Planning
Monarch Institute
2019
Certified Financial Planner
Financial Planning Association of Australia
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
RV WEALTH PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register