Financial Adviser · ADELAIDE, SA

Denise Kay Kipling

ADELAIDE, SA
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235861
Practice
Adelaide, SA (practice address on ASIC register)
Licensed through Interprac Financial Planning

About Denise Kay Kipling

Denise Kay Kipling is a financial adviser based in Adelaide, South Australia, with 28 years of experience in the financial services industry since 1998. Denise works at Financial Success Specialising In Aged Care Financial Advice, which is licensed through Interprac Financial Planning. Denise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Denise's qualifications include a CFP Education Program from Financial Planning Association of Australia. Denise is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Financial Planning Association of Australia
2004
CFP Education Program
Financial Planning Association of Australia
2007
FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)
South Western Sydney Institute
2014
Accredited Aged Care Professional
Aged Care Steps
2020
Accredited Aged Care Professional
Aged Care Steps
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sep 2023 - Present Current
NEO FINANCIAL SOLUTIONS PTY LTD
Apr 2020 - Sep 2023 Ceased
Not authorised for Self-Managed Superannuation Funds.
Sep 2003 - Apr 2020 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register