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