Financial Adviser · COBRAM, VIC

Kristen Louise Quirk

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000318088

Kristen Louise Quirk is a financial adviser based in Cobram, Victoria, with 17 years of experience in the financial services industry. Kristen is currently authorised under Symmetry Group Pty Ltd. Kristen 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 Ltd. Kristen 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

2009
Diploma of Financial Planning FNS50804
Pinnacle Financial Services Academy
2011
Advanced Diploma of Financial Planning FNS60404
GWM Adviser Services Limited (MLC)
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Feb 2023 - Present Current
Dec 2018 - Feb 2023 Ceased
EVERMORE MONEY MANAGEMENT PTY LTD
Jul 2018 - Dec 2018 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Apr 2015 - Jul 2018 Ceased
GWM ADVISER SERVICES PTY LTD
Aug 2009 - Apr 2015 Ceased
Sep 2007 - Sep 2008 Ceased

Source: ASIC Financial Advisers Register