Kerry Bosnich – Financial Adviser

Adviser identifying number: 1255678
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PERKS & ASSOCIATES PTY. LIMITED
Licence number: 488997
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERKS & ASSOCIATES PTY. LIMITED
Authorised Representative identifying number: 000488997
Authorised Representative’s ABN:

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 Commerce – Flinders University
• Diploma of Financial Planning – Kaplan Professional
• RG146 Compliance and The SMSF Assoc SSA Exam – University of Adelaide

Relevant memberships of professional bodies or industry associations: SMSF Association

Kerry Bosnich is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation