Financial Adviser · IPSWICH, QLD

Kurt Chapman

IPSWICH, QLD

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001311017

Currently at

Sb Wealth

Bundall, QLD (firm address)

View firm profile

Kurt Chapman is a financial adviser based in Ipswich, Queensland, with 1 year of experience in the financial services industry since 2025. Kurt is currently authorised under Ep Financial Services, operating through Sb Wealth. Kurt holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kurt holds a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology (RMIT).

Authorised to Advise On

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

Restrictions: MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology (RMIT)

Registration History

Ep Financial Services Pty Ltd

Aug 2024 - Present Current

MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)

Source: ASIC Financial Advisers Register