Financial Adviser · FRANKSTON, VIC

Kimberley Elizabeth Richardson

FRANKSTON, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000427899

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Kimberley Elizabeth Richardson is a financial adviser based in Frankston, Victoria, with 14 years of experience in the financial services industry since 2012. Kimberley is currently authorised under Akumin Financial Planning. Kimberley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kimberley's 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 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

2015

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2016

Tax for Financial Advising

Kaplan Higher Education Pty Limited

2017

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Sep 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