Judith Kaye Bert – Financial Adviser

Adviser identifying number: 429628
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: KEY FINANCIAL PLANNERS PTY LTD
Licence number: 492022
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KEY FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 492022
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 Planning – Kaplan Professional Education
• Diploma of Financial Services (Financial Planning) – Kaplan Professional Education

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

Judith Kaye Bert is authorised to provide advices on following 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
• Superannuation