Denise Kipling
Financial Adviser
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About
Denise Kipling is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Denise holds a Diploma of Financial Planning (FPAA), completed the CFP Education Program (FPAA), holds a FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking), is an Accredited Aged Care Professional, and has a Graduate Diploma of Financial Planning from Kaplan Higher Education. She is also a proud member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA). Denise is authorized to provide advice on a comprehensive range of financial products, ensuring that her clients receive well-rounded and informed guidance. Her areas of expertise include superannuation, insurance, wealth management, and retirement planning, encompassing Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial advice Ready to take control of your financial future? Contact Denise today to schedule a consultation and discover how her expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Denise Kipling offer?
Denise Kipling specializes in providing advice on superannuation, retirement planning, wealth management, insurance, and aged care. She can help you create a financial plan tailored to your specific needs and goals.
What are Denise Kipling's qualifications and professional memberships?
Denise Kipling holds a Diploma of Financial Planning, completed the CFP Education Program, holds a Certificate IV in Financial Services (Finance/Mortgage Broking), is an Accredited Aged Care Professional, and has a Graduate Diploma of Financial Planning. She is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).
What is the process of working with Denise Kipling to create a financial plan?
The process typically begins with an initial consultation to discuss your financial situation, goals, and risk tolerance. Denise will then develop a personalized financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews and adjustments will ensure your plan remains aligned with your evolving needs.
Does Denise Kipling provide advice on aged care financial planning?
Yes, Denise is an Accredited Aged Care Professional and offers specialized advice to help individuals and families navigate the financial complexities of aged care, including understanding costs, funding options, and maximizing entitlements.
What can I expect from my first meeting with Denise Kipling?
During your first meeting, you can expect a friendly and professional discussion about your financial situation, goals, and concerns. Denise will take the time to understand your needs and explain how she can help you achieve your financial objectives. This is also an opportunity for you to ask any questions you may have.
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