Financial Adviser
· MILDURA, VIC
Kimberly Robin Kalms
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255615
Kimberly Robin Kalms is a financial adviser based in Mildura, Victoria, with 27 years of experience in the financial services industry. Kimberly is currently authorised under Bluewater Financial Advisors Pty Ltd. Kimberly 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 Diploma of Financial Planning from Financial Planning Association. Kimberly 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association
2010
Investment Planning 1
Financial Planning Association
2012
Self Managed Superannuation Funds
Kaplan
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Self Managed Superannuation Funds and Standard Margin Lending
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register