Kerry Louise Franklin – Financial Adviser
Adviser identifying number: 241383
Status: Current
Adviser’s ABN: 80532574428
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence number: 344971
Licensee’s ABN: 14135004947
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Authorised Representative identifying number: 344971
Authorised Representative’s ABN: 14135004947
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 ( Finance / Mortgage Broking Management) – VRQA
- Margin Lending and Geared Investments – Kaplan
- Risk Management and Insurance Planning – FPA
- Superannuation and Retirement Planning – Integratec
Relevant memberships of professional bodies or industry associations: Senior Australians Equity Release
Kerry Louise Franklin 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