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Kylie Thompson

Name
Kylie Thompson
ID
457539
ABN
–
First Provided Advice
2015

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1990 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU)
  • 1990 - LAW1100 Legal Framework I - Other - Edith Cowan University (ECU)
  • 1990 - LAW2400 Taxation Law II - Other - Edith Cowan University (ECU)
  • 1991 - CPA - Professional Designations - CPA Australia
  • 2011 - Accreditation in SMSF - Other - Terra Cordis
  • 2013 - Accreditation in Margin Lending - Other - Pinnacle
  • 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
  • 2022 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
  • 2025 - FPC007B Client Enagagement Skills - Bridging Course - Behavioural Finance - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA - Certified Practising Accountant (CPA)
  • CPA Australia (CPA)

Licencee

Status
Current
Licence Holder
Akambo Pty ltd (#322056)
Commenced
March 9, 2017

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Smsf Advice Pty Limited (#234664)
Commenced
May 9, 2014
Ceased
Nov. 24, 2016