Kimberly Robin Kalms
Financial Adviser in Mildura, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255615
- Location
- Mildura VIC 3500
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 3 December 2018
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2003); Investment Planning 1, Financial Planning Association (2010); Self Managed Superannuation Funds, Kaplan (2012)
- 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 Robin Kalms
Kimberly Robin Kalms is a financial adviser in Mildura, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000255615.
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. The current authorisation started on 3 December 2018.
The register records 1999 as the year Kimberly first provided financial advice. The qualifications listed for Kimberly include Diploma of Financial Planning (Financial Planning Association, 2003), Investment Planning 1 (Financial Planning Association, 2010) and Self Managed Superannuation Funds (Kaplan, 2012). Professional memberships recorded: 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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kimberly Robin Kalms a registered financial adviser?
Yes. Kimberly Robin Kalms is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255615.
Which licensee does Kimberly Robin Kalms work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Kimberly Robin Kalms 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.