Financial Adviser · TAREE, NSW

Kristin Louise Main

TAREE, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000423689

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Kristin Louise Main is a financial adviser based in Taree, New South Wales, with 14 years of experience in the financial services industry since 2012. Kristin is currently authorised under Lifespan Financial Planning. Kristin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristin's qualifications include a Graduate Diploma of Financial Planning from Kaplan.

Authorised to Advise On

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

Restrictions: This financial adviser is restricted from providing personal advice on Self - Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

International Institute of Technology

2015

Advanced Diploma of Financial Planning

Mentor Education

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2020 - Present Current

This financial adviser is restricted from providing personal advice on Self - Managed Superannuation Funds (SMSF)

Financial Wisdom Limited

May 2014 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Charter Financial Planning Limited

Jun 2013 - Mar 2014 Ceased

Akumin Financial Planning Pty Limited

Jul 2012 - May 2013 Ceased

Source: ASIC Financial Advisers Register