Financial Adviser · COBRAM, VIC

Kristen Louise Quirk

COBRAM, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000318088

Currently at

Bloom Wealth Advisory

Subiaco, WA (firm address)

View firm profile

About Kristen Louise Quirk

Kristen Louise Quirk is a financial adviser based in Cobram, Victoria, with 17 years of experience in the financial services industry since 2009. Kristen is currently authorised under Symmetry Group, operating through Bloom Wealth Advisory. Kristen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kristen's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Kristen 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

2009

Diploma of Financial Planning FNS50804

Pinnacle Financial Services Academy

2011

Advanced Diploma of Financial Planning FNS60404

GWM Adviser Services Limited (MLC)

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Symmetry Group Pty Ltd

Feb 2023 - Present Current

Boston Reed Pty Ltd

Dec 2018 - Feb 2023 Ceased

EVERMORE MONEY MANAGEMENT PTY LTD

Jul 2018 - Dec 2018 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Apr 2015 - Jul 2018 Ceased

GWM ADVISER SERVICES PTY LTD

Aug 2009 - Apr 2015 Ceased

Bendigo And Adelaide Bank Limited

Sep 2007 - Sep 2008 Ceased

Source: ASIC Financial Advisers Register