Kim Baxter
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265411
- Location
- Sydney NSW 2000
- Licensee
- Capella Advisory Pty Ltd (AFSL 550125)
- Authorised since
- 27 October 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, Canberra University (2015); Diploma of Financial Planning, Kaplan Professional (2017); Margin Lending Accreditation, DeakinCo (2017); Self-Managed Superannuation Funds, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Register status
- Current
About Kim Baxter
On the Financial Advisers Register kept by ASIC, Kim Baxter appears as a current financial adviser in Sydney, New South Wales, adviser number 001265411.
Kim provides advice as an authorised representative of Capella Advisory Pty Ltd, which holds Australian financial services licence 550125. The current authorisation started on 27 October 2023.
According to the register, Kim first provided financial advice in 2018. The qualifications listed for Kim include Bachelor of Commerce (Canberra University, 2015), Diploma of Financial Planning (Kaplan Professional, 2017) and Margin Lending Accreditation (DeakinCo, 2017). Kim is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total.
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Questions people ask
Is Kim Baxter a registered financial adviser?
Yes. Kim Baxter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265411.
Which licensee does Kim Baxter work under?
Capella Advisory Pty Ltd, Australian financial services licence 550125.
What can Kim Baxter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.