Kim Schap
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001232815
- Location
- West Perth WA 6005
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Finance & Electronic Commerce), Curtin University of Technology (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending & Geared Investments, Kaplan Professional (2011); Ethics & Professionalism in Financial Advice, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kim Schap
Kim Schap is a financial adviser in West Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001232815.
The licensee Kim advises under is Aia Financial Services Pty Limited (AFS licence 231109). That authorisation dates from 1 December 2021.
The register records 2008 as the year Kim first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance & Electronic Commerce) (Curtin University of Technology, 2004), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Kim is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice in SMSFs.”
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Questions people ask
Is Kim Schap a registered financial adviser?
Yes. Kim Schap is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001232815.
Which licensee does Kim Schap work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Kim Schap give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."