Matthew Kerrish – Financial Adviser
Adviser identifying number: 1001729
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: LJFD PTY LTD
Licence number: 438458
Licensee’s ABN: 66161715304
Licence controlled by: HEARD FINANCIAL PTY LTD
The date the Financial Adviser commenced the appointment: 11/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LJFD PTY LTD
Authorised Representative identifying number: 438458
Authorised Representative’s ABN: 66161715304
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:
- Grad Cert in Management – Adelaide University School of Business
- Grad Dip Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Matthew Kerrish is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services