Kellie Theresa Pearson – Financial Adviser
Adviser identifying number: 1005735
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: SUNSUPER FINANCIAL SERVICES PTY LTD
Licence number: 227867
Licensee’s ABN: 50087154818
Licence controlled by: SUNSUPER PTY. LTD.
The date the Financial Adviser commenced the appointment: 08/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNSUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227867
Authorised Representative’s ABN: 50087154818
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:
- Fellow Institute of Actuaries – Institute of Actuaries (UK)
- Fellow Institute of Actuaries – Institute of Actuaries (UK)
- Fellow Institute of Actuaries Australia – Institute of Actuaries Australia
- Fellow Institute of Actuaries Australia – Institute of Actuaries Australia
- RG146 Superannuation Essentials – Association of Superannuation Funds Australia
- RG146 Superannuation Essentials – Association of Superannuation Funds Australia
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
- Australian Institute of Superannuation Trustees (AIST)
- Fellow Institute of Actuaries (UK)
- Fellow Institute of Actuaries (UK)
- Fellow Institute of Actuaries Australia
- Fellow Institute of Actuaries Australia
Kellie Theresa Pearson is authorised to provide advices on following products:
- Deposit & Payment Products – Non-Cash Deposit Products
- Life Products / Life Risk Insurance Products
- Superannuation