Financial Adviser · TAMWORTH, NSW

Kim Scott

TAMWORTH, NSW

35 Years experience

Tax advice
authorised

ASIC Registered · ADV 000231685

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

About Kim Scott

Kim Scott is a financial adviser based in Tamworth, New South Wales, with 35 years of experience in the financial services industry since 1991. Kim is currently authorised under Count Financial Limited, operating through Count Financial. Kim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kim's qualifications include a Bachelor of Financial Administration from University of New England. Kim is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association.

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

1989

Bachelor of Financial Administration

University of New England

1992

Chartered Accountant (CA)

Chartered Accountants Australia and New Zealand (CA ANZ)

1994

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2021

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education

Registration History

Count Financial Limited

Mar 2014 - Present Current

FORSYTHES FINANCIAL SERVICES PTY LTD

Nov 2011 - Nov 2013 Ceased

Count Financial Limited

Mar 2010 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register