Kimberley Elizabeth Richardson
Financial Adviser in Frankston, Victoria, Australia
Review Kimberley Elizabeth Richardson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000427899
- Location
- Frankston VIC 3199
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 12 September 2012
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2016); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kimberley Elizabeth Richardson
Kimberley Elizabeth Richardson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Frankston, Victoria (adviser number 000427899).
Kimberley provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 12 September 2012.
According to the register, Kimberley first provided financial advice in 2012. The qualifications listed for Kimberley include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015), Tax for Financial Advising (Kaplan Higher Education Pty Limited, 2016) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Kimberley Elizabeth Richardson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kimberley Elizabeth Richardson a registered financial adviser?
Yes. Kimberley Elizabeth Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427899.
Which licensee does Kimberley Elizabeth Richardson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Kimberley Elizabeth Richardson 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."