Kerrie Sles – Financial Adviser

Adviser identifying number: 1001339
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: EQUITY TRUSTEES LIMITED
Licence number: 240975
Licensee’s ABN: 46004031298
Licence controlled by: EQT Holdings Limited

The date the Financial Adviser commenced the appointment: 01/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY TRUSTEES LIMITED
Authorised Representative identifying number: 240975
Authorised Representative’s ABN: 46004031298

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:

• Accredited Listed Product Adviser Program – Kaplan
• Accredited Listed Product Adviser Program – Kaplan
• Accredited Listed Product Adviser Program – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Bachelor of Arts – Monash University
• Bachelor of Arts – Monash University
• Bachelor of Arts – Monash University
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Diploma of Financial Services (Financial Planning) – Financial Planning Association of Australia Limited
• Honours Degree of Bachelor of Commerce – Monash University
• Honours Degree of Bachelor of Commerce – Monash University
• Honours Degree of Bachelor of Commerce – Monash University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

Kerrie Sles is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation