Kira-Lea Wilson
Financial Adviser in Port Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431459
- Location
- Port Adelaide SA 5015
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 28 November 2012
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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, derivatives
- 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 Kira-Lea Wilson
On the Financial Advisers Register kept by ASIC, Kira-Lea Wilson appears as a current financial adviser in Port Adelaide, South Australia, adviser number 000431459.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 28 November 2012.
The register records 2013 as the year Kira-Lea first provided financial advice. The qualifications listed for Kira-Lea include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2019) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2024).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Kira-Lea Wilson a registered financial adviser?
Yes. Kira-Lea Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431459.
Which licensee does Kira-Lea Wilson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Kira-Lea Wilson 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; derivatives. 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."