Financial Adviser · HAMILTON, NSW

Kurt Purkiss

HAMILTON, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000327217

Currently at

The Trustee For Lpw Central Coast Unit Trust

Hamilton, NSW (firm address)

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About Kurt Purkiss

Kurt Purkiss is a financial adviser based in Hamilton, New South Wales, with 18 years of experience in the financial services industry since 2008. Kurt is currently authorised under Lambourne Financial Services, operating through The Trustee For Lpw Central Coast Unit Trust. Kurt holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kurt's qualifications include a Master of Business from University of Newcastle. Kurt 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning) FNS50804

Pinnacle Financial Services Academy

2010

DPML RG146 Margin Lending

Pinnacle Financial Services Academy

2011

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2014

Master of Business

University of Newcastle

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Lambourne Financial Services Pty Ltd

Mar 2025 - Present Current

Lambourne Financial Services Pty Ltd

Jul 2024 - Present Current

Godfrey Pembroke Group Pty Ltd

Jun 2021 - Jun 2024 Ceased

MERITUM FINANCIAL GROUP PTY LTD

Aug 2017 - May 2021 Ceased

NOVATAX PTY. LIMITED

Jul 2016 - Aug 2017 Ceased

Aware Financial Services Australia Limited

Apr 2016 - May 2016 Ceased

Bridges Financial Services Pty Limited

Jun 2008 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register