Financial Adviser · OSBORNE PARK, WA

Kristy Margaret Highway

OSBORNE PARK, WA
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000461308
Licensee
Sydney, NSW (licence address on ASIC register)

About Kristy Margaret Highway

Kristy Margaret Highway is a financial adviser based in Osborne Park, Western Australia, with 23 years of experience in the financial services industry since 2003. Kristy works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. Kristy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristy's qualifications include a Bachelor of Business (Economics and Finance) from Edith Cowan University (ECU).

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

1999
Bachelor of Business (Economics and Finance)
Edith Cowan University (ECU)
2001
Bachelor of Economics
Murdoch University
2003
Diploma of Financial Services (Financial Planning)
ThreeSixty
2004
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Jul 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Apr 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register