Kym Vivian
Financial Adviser
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About
Kym Vivian is an ASIC-registered financial adviser dedicated to helping individuals and families in Britinya, QLD, achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Tribeca (2007) and certification as a Self Managed Superannuation Fund Adviser (Personal Advice) from Mentor Education (2015), Kym possesses a strong foundation of knowledge and expertise. Authorised to provide advice on a comprehensive range of financial products, Kym can assist with superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Kym is committed to providing tailored financial solutions to meet each client’s unique circumstances. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Kym is here to help. Contact Kym today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Kym Vivian offer?
Kym Vivian offers advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Kym Vivian have?
Kym Vivian holds a Diploma of Financial Services (Financial Planning) from Tribeca (2007) and is certified as a Self Managed Superannuation Fund Adviser (Personal Advice) from Mentor Education (2015).
What is Kym Vivian's approach to financial planning?
Kym provides tailored financial solutions to meet each client’s unique circumstances, focusing on building long-term relationships based on trust and understanding.
How can Kym help me with my retirement planning?
Kym can assist you in developing a comprehensive retirement plan that considers your financial goals, risk tolerance, and investment preferences to ensure a comfortable and secure retirement.
What should I expect during my first meeting with Kym Vivian?
During your first meeting, Kym will discuss your financial situation, goals, and concerns. This initial consultation helps Kym understand your needs and determine how she can best assist you in achieving your financial objectives.
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