Kerry Ellen Davies – Financial Adviser

Adviser identifying number: 331699
Status: Current
Adviser’s ABN: 95711789139
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: WEALTH TODAY PTY LTD
Licence number: 340289
Licensee’s ABN: 62133393263
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/06/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTELLIGENT FINANCE RIVERINA GOULBOURN VALLEY PTY. LTD.
Authorised Representative identifying number: 363006
Authorised Representative’s ABN: 58133500900

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: Diploma of Financial Services – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

Kerry Ellen Davies is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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 / A person’s existing holding in a superannuation product