Kerrie Sles – Financial Adviser

Adviser identifying number: 1001339
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence number: 234528
Licensee’s ABN: 33006132332
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 27/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Authorised Representative identifying number: 234528
Authorised Representative’s ABN: 33006132332

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Accredited Listed Product Adviser Program – Kaplan
• Accredited Listed Product Adviser Program – Kaplan
• Accredited Listed Product Adviser Program – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Bachelor of Arts – Monash University
• Bachelor of Arts – Monash University
• Bachelor of Arts – Monash University
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Honours Degree of Bachelor of Commerce – Monash University
• Honours Degree of Bachelor of Commerce – Monash University
• Honours Degree of Bachelor of Commerce – Monash University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Kerrie Sles is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation