Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE, QLD

Kimberly Mcgrath

BRISBANE, QLD
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003294
Currently at
Viridian Financial Group
Melbourne, VIC (firm address)
View firm profile

Kimberly Mcgrath is a financial adviser based in Brisbane, Queensland, with 13 years of experience in the financial services industry since 2013. Kimberly is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Kimberly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kimberly's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Kimberly is a member of Financial Advice Association of Australia (FAAA).

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

2015
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Graduate Diploma of Financial Planning
Kaplan Professional Education
2019
Margin Lending
Financial Education Professionals
2020
Accredited Aged Care Professional
Aged Care Steps
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Viridian Advisory Pty Ltd
Jul 2019 - Present Current
Westpac Banking Corporation
Jan 2015 - Jun 2019 Ceased
Commonwealth Financial Planning Limited
Dec 2013 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register