Kurt Damien Maxey-Fisher
Financial Adviser in Capalaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287498
- Location
- Capalaba QLD 4157
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 3 March 2016
- First provided advice
- 2008
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute Education (1998); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); SuperConcepts Specialist SMSF Course, University of Adelaide (2019); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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 Kurt Damien Maxey-Fisher
Kurt Damien Maxey-Fisher is a financial adviser in Capalaba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000287498.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 3 March 2016.
The register records 2008 as the year Kurt first provided financial advice. Qualifications and training on file include Graduate Diploma in Applied Finance and Investment (Securities Institute Education, 1998), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016) and SuperConcepts Specialist SMSF Course (University of Adelaide, 2019).
Kurt 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.
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 Kurt Damien Maxey-Fisher a registered financial adviser?
Yes. Kurt Damien Maxey-Fisher is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287498.
Which licensee does Kurt Damien Maxey-Fisher work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Kurt Damien Maxey-Fisher 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."