As the Principal and Financial Planner of Kite Financial Services, I have considerable financial services experience built up over the last 17 years in the industry. This includes roles in taxation, superannuation, investments, insurance and seven years as an Authorised Representative of Commonwealth Financial Planning.
Qualifications and Professional Associations
I have an Advanced Diploma of Financial Planning and a Bachelor of Commerce. I have also satisfied the education, experience and ethics requirement for Admittance to the Financial Planner AFP® membership category of the Financial Planning Association of Australia Limited.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download