Financial Adviser
· BLACKALLS PARK, NSW
Kimberly Shen
No disciplinary history on record with ASIC
BLACKALLS PARK,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247538
Kimberly Shen is a financial adviser based in Blackalls Park, New South Wales, with 10 years of experience in the financial services industry since 2016. Kimberly is currently authorised under G&k Licensing Services, operating through G & K Financial Advisors. 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 Bachelor of Commerce from University of Newcastle. Kimberly is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
University of Newcastle
2024
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register