James Peter Kerr – Financial Adviser

Adviser identifying number: 264139
Status: Current
Adviser’s ABN: 29882595978
The year the Financial Adviser first provided advice: 1982

Name of the licence holder: GOLD FINANCIAL PTY LTD
Licence number: 291389
Licensee’s ABN: 50113653946
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLD FINANCIAL PTY LTD
Authorised Representative identifying number: 291389
Authorised Representative’s ABN: 50113653946

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: Diploma of Financial Services (Financial Planning) – Integratec (Aust) Pty Ltd

Relevant memberships of professional bodies or industry associations:

James Peter Kerr is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation