Kurt Purkiss
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327217
- Location
- Hamilton NSW 2303
- Licensee
- Lambourne Financial Services Pty Ltd (AFSL 556892)
- Authorised since
- 1 July 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, Pinnacle Financial Services Academy (2009); DPML RG146 Margin Lending, Pinnacle Financial Services Academy (2010); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2011); Master of Business, University of Newcastle (2014); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kurt Purkiss
On the Financial Advisers Register kept by ASIC, Kurt Purkiss appears as a current financial adviser in Hamilton, New South Wales, adviser number 000327217.
Advice is given under the Australian financial services licence of Lambourne Financial Services Pty Ltd, licence number 556892. That authorisation dates from 1 July 2024.
The register records 2008 as the year Kurt first provided financial advice. The qualifications listed for Kurt include Diploma of Financial Services (Financial Planning) FNS50804 (Pinnacle Financial Services Academy, 2009), DPML RG146 Margin Lending (Pinnacle Financial Services Academy, 2010) and Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2011). 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 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 Kurt Purkiss a registered financial adviser?
Yes. Kurt Purkiss is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327217.
Which licensee does Kurt Purkiss work under?
Lambourne Financial Services Pty Ltd, Australian financial services licence 556892.
What can Kurt Purkiss give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.