Financial Adviser · SUBIACO, WA

Kimberley Edward Bailey

42 Years experience

Tax advice
authorised

Currently at

Subiaco, WA

View firm profile

ASIC Registered · ADV 000241867

Kimberley Edward Bailey is a financial adviser based in Subiaco, Western Australia, with 42 years of experience in the financial services industry. Kimberley is currently authorised under Boutique Advisers Pty Ltd. Kimberley 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 from Western Australian Institute of Technology (WAIT). Kimberley is a member of CFP - Certified Financial Planner (FPA) and 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

1984

Bachelor of Business

Western Australian Institute of Technology (WAIT)

1992

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Boutique Advisers Pty Ltd

May 2024 - Present Current

BOUTIQUE ADVISERS PRIVATE WEALTH PTY LTD

May 2020 - May 2024 Ceased

Hillross Financial Services Limited

Nov 2016 - May 2020 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GPL (VIC) PTY LTD

Dec 2003 - Oct 2016 Ceased

Source: ASIC Financial Advisers Register