Kerry Kyriacou – Financial Adviser

Adviser identifying number: 337145
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: BENWEST INVESTMENT SERVICES PTY. LIMITED
Licence number: 258832
Licensee’s ABN: 88003352707
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/05/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENWEST INVESTMENT SERVICES PTY. LIMITED
Authorised Representative identifying number: 258832
Authorised Representative’s ABN: 88003352707

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 Financial Administration – University New England
  • Diploma of Financial Planning – Pinnacle
  • Institute Public Accountants – IPA
  • Registered Tax Agent – ATO
  • SPAA SSA Examination – SPAA

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Institute of Public Accountants (IPA)
  • SMSF Association

Kerry Kyriacou 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
  • Securities
  • Superannuation