Kiri Anne Taupo
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234976
- Location
- Wagga Wagga NSW 2650
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 22 October 2025
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024); FPE011 Debt Strategies, 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 Kiri Anne Taupo
Kiri Anne Taupo is a financial adviser in Wagga Wagga, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001234976.
Kiri provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The register also lists Charter Financial Planning Limited (licence 234665). That authorisation dates from 22 October 2025.
The register records 2015 as the year Kiri first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016) and FPE020 SMSF Regulation and Taxation (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 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.”
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Questions people ask
Is Kiri Anne Taupo a registered financial adviser?
Yes. Kiri Anne Taupo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234976.
Which licensee does Kiri Anne Taupo work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can Kiri Anne Taupo 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."