KIMBERLY ROBIN KALMS


Licensee: THE FINANCIALLINK GROUP PTY LTD

KIMBERLY ROBIN KALMS (Adviser# 000255615) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 5, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name KIMBERLY ROBIN KALMS
Adviser Number 000255615
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000240938
THE FINANCIALLINK GROUP PTY LTD
Licence ABN 12055622967
Licence Controlled By BEACON FINANCIAL GROUP PTY LIMITED
Adviser Start Date 2018-07-05
Appointing Representative Name THE FINANCIALLINK GROUP PTY LTD
Appointing Representative Number 000240938
Appointing Representative ABN 12055622967
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Excluding Self Managed Superannuation Funds and Standard Margin Lending

Authorisations to provide financial product advice

  • KIMBERLY ROBIN KALMS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association
Investment Planning 1 Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240938 THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED
Further restrictions: Excluding Self Managed Superannuation Funds and Standard Margin Lending
2018-07-05 - THE FINANCIALLINK GROUP PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2010-07-01 - 2018-06-30 DOVER FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name THE FINANCIALLINK GROUP PTY LTD
Licence Number 000240938
Licence ABN 12055622967

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ABHISHEK BHANDARI The Financiallink Group Pty Ltd Current 2018-08-06
PHILLIP DWYER The Financiallink Group Pty Ltd Current 2018-08-03
ROBERT WILLIAM PHILLIPS The Financiallink Group Pty Ltd Current 2018-08-01
SANJIV SAMEER JOHN KHALKHO The Financiallink Group Pty Ltd Current 2018-07-16
MARK TAYLOR The Financiallink Group Pty Ltd Current 2018-07-10
RONALD NGO The Financiallink Group Pty Ltd Current 2018-07-10
GEOFFREY OBERG The Financiallink Group Pty Ltd Current 2018-07-09
DAVID SIOSTROM The Financiallink Group Pty Ltd Current 2018-07-09
SIMON NUTTALL The Financiallink Group Pty Ltd Current 2018-07-06
PETER JULIAN LAW The Financiallink Group Pty Ltd Current 2018-07-06

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.