Keith Edward Verner – Financial Adviser

Adviser identifying number: 1001448
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1983

Name of the licence holder: CRYSTAL WEALTH PARTNERS LTD
Licence number: 412226
Licensee’s ABN: 78151929823
Licence controlled by: CRYSTAL WEALTH PARTNERS LTD

The date the Financial Adviser commenced the appointment: 28/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRYSTAL WEALTH PARTNERS LTD
Authorised Representative identifying number: 412226
Authorised Representative’s ABN: 78151929823

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:

• Certificate of Commerce Accounting Procedures – St George Technical College
• Diploma of Company Secretarial Law & Practice – Australian Institute of Company Secretaries

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• SMSF Association

Keith Edward Verner 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, excluding IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI