Kerri-lyn Mendl – Financial Adviser

Adviser identifying number: 1004087
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 23/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141

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:

• Bachelor of Business – Central Queensland University
• Diploma of Financial Planning – DFP 1-8 – Financial Planning Association (FPA)
• Self Managed Superannuation Funds – Kaplan Professional Education
• Tier 1 Margin Lending – Personal Advice – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Certified Financial Planner

Kerri-lyn Mendl 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, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility