Kimberly Shen
Financial Adviser in Blackalls Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247538
- Location
- Blackalls Park NSW 2283
- Licensee
- G&K Licensing Services Pty Ltd (AFSL 556234)
- Authorised since
- 15 July 2024
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Newcastle (2010); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2024); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); FPC007B Client Engagement Skills, Kaplan Professional (2024); Graduate Diploma of Financial Planning, Kaplan (2025)
- Memberships
- Financial Planner AFP (FPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kimberly Shen
Kimberly Shen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Blackalls Park, New South Wales (adviser number 001247538).
Kimberly provides advice as an authorised representative of G&K Licensing Services Pty Ltd, which holds Australian financial services licence 556234. The current authorisation started on 15 July 2024.
According to the register, Kimberly first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 2010), FPC001B Economic and Legal Context for Financial Planning (Kaplan Professional, 2024) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024). Kimberly is recorded as a member of Financial Planner AFP (FPA).
Kimberly is authorised to advise 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.
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Questions people ask
Is Kimberly Shen a registered financial adviser?
Yes. Kimberly Shen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247538.
Which licensee does Kimberly Shen work under?
G&K Licensing Services Pty Ltd, Australian financial services licence 556234.
What can Kimberly Shen 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.