Financial Adviser · OSBORNE PARK, WA

Kristy Margaret Highway

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000461308

Kristy Margaret Highway is a financial adviser based in Osborne Park, Western Australia, with 23 years of experience in the financial services industry. Kristy is currently authorised under 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). Their 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

Charter Financial Planning Limited

Jul 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Apr 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register