Financial Success SA

Financial Success SA is a boutique financial planning practice based in Adelaide. It was launched in 2003 and established by Denise Kipling. Kipling has been advising in the financial services industry since 1998, following ten years in general insurance. She is a Certified Financial Planner and holds a Certificate in Accounting, a Diploma, Advanced Diploma and a Graduate Diploma in Financial Services. She has passed the FASEA industry exam and completed accreditations with Aged Care Steps as an Accredited Aged Care Professional.

Kipling and Financial Success SA Pty Ltd are members of the Financial Advice Association of Australia (FAAA) and have achieved the FAAA qualification as Aged Care Specialists. In 2008, the practice's focus moved firmly toward aged care financial advice. Financial Success SA specialises in aged care financial advice. It provides specialist financial advice across key areas of aged care planning and decision-making.

Financial Success SA is an aged care financial specialist based in Adelaide, working under the Aged Care Service subtype. A family member engaged the firm to help parents with the complexities of moving into aged care, a process the client describes as difficult, with fees that call for expert guidance. The customer had been advised to seek someone specialising in aged care and retirement matters, and Denise is identified as the person who provided that help.

Her advice is described as clear, and she was consistently responsive to emails throughout the engagement. The reviewer credits Denise with supporting both the parents and the family member coordinating their arrangements, and expresses complete satisfaction with the outcome of the aged care financial planning work.