Kim Scott
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231685
- Location
- Tamworth NSW 2340
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 21 March 2014
- First provided advice
- 1991
- Qualifications
- Bachelor of Financial Administration, University of New England (1989); Chartered Accountant (CA), Chartered Accountants Australia and New Zealand (CA ANZ) (1992); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1994); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021); FPC007B Client Engagement Skills, Kaplan Higher Education (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kim Scott
Kim Scott is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tamworth, New South Wales (adviser number 000231685).
The licensee Kim advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 21 March 2014.
The register records 1991 as the year Kim first provided financial advice. Qualifications and training on file include Bachelor of Financial Administration (University of New England, 1989), Chartered Accountant (CA) (Chartered Accountants Australia and New Zealand (CA ANZ), 1992) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1994). Kim is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Kim is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kim Scott a registered financial adviser?
Yes. Kim Scott is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231685.
Which licensee does Kim Scott work under?
Count Financial Limited, Australian financial services licence 227232.
What can Kim Scott 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.