Financial Adviser · BRIGHTON, VIC

Kristianne Renee Badgery

BRIGHTON, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001260861

Currently at

Breakwater Financial Planning

Melbourne, VIC (firm address)

View firm profile

About Kristianne Renee Badgery

Kristianne Renee Badgery is a financial adviser based in Brighton, Victoria, with 9 years of experience in the financial services industry since 2017. Kristianne is currently authorised under Capstone Financial Planning, operating through Breakwater Financial Planning. Kristianne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristianne's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Kristianne 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Graduate Certificate of Accounting

Deakin University

2015

Advanced Diploma of Financial Planning

Monarch Institute

2019

Certified Financial Planner

Financial Planning Association of Australia

2020

Accredited Listed Product Adviser Program

Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Aug 2021 - Present Current

RV WEALTH PTY LTD

Feb 2019 - Mar 2021 Ceased

Millennium 3 Financial Services Pty Ltd

Dec 2017 - Feb 2019 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register