Kimberly McGrath
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003294
- Location
- Brisbane QLD 4000
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2013
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional Education (2015); Self Managed Superannuation Funds, Kaplan Professional Education (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Graduate Diploma of Financial Planning, Kaplan Professional Education (2019); Margin Lending, Financial Education Professionals (2019); Accredited Aged Care Professional, Aged Care Steps (2020); Master of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kimberly McGrath
Kimberly McGrath is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003294.
The licensee Kimberly advises under is Viridian Advisory Pty Ltd (AFS licence 476223). That authorisation dates from 1 July 2019.
According to the register, Kimberly first provided financial advice in 2013. The qualifications listed for Kimberly include Advanced Diploma of Financial Planning (Kaplan Professional Education, 2015), Self Managed Superannuation Funds (Kaplan Professional Education, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Kimberly 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 Kimberly McGrath a registered financial adviser?
Yes. Kimberly McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003294.
Which licensee does Kimberly McGrath work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Kimberly McGrath 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.