Andrea Jan Skerritt – Financial Adviser

Adviser identifying number: 1003600
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: DUNROSS FINANCIAL PLANNING PTY LTD
Licence number: 237496
Licensee’s ABN: 33010849037
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DUNROSS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 237496
Authorised Representative’s ABN: 33010849037

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:

• ATMA Public Practice Certificate Workshop – Association of Taxation and Management Accountants
• ATMA Self Managed Superannuation Fund Audit Workshop – Association of Taxation and Management Accountants
• Bachelor of Business Majoring in Accountancy and Business Law and Taxation – Queensland University of Technology
• Diploma of Financial Planning – Financial Planning Association of Australia Limited
• Diploma of Superannuation Management – The Association of Superannuation Funds of Australia Limited

Relevant memberships of professional bodies or industry associations:

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

Andrea Jan Skerritt is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation