Kerri Davey – Financial Adviser

Adviser identifying number: 278010
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
Licence number: 247105
Licensee’s ABN: 74099029526
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 20/07/2009
The date the Financial Adviser ceased the appointment: 25/05/2011
Name of the Authorised Representative: KERRI DAVEY
Authorised Representative identifying number: 000278010
Authorised Representative’s ABN:

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:

  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca
  • Diploma of Financial Services (Financial Planning) – Tribeca

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kerri Davey is authorised to provide advices on following products: