Kerry Sourasis – Financial Adviser
Adviser identifying number: 230629
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED
The date the Financial Adviser commenced the appointment: 16/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 331367
Authorised Representative’s ABN: 89133593012
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:
- Advanced Self Managed Superannuation Funds Workshop – Kaplan Professional Education
- Diploma of Financial Planning (DFP1-8) – Financial Planning Association of Australia
- Margin Lending and Geared Investments – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Kerry Sourasis 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
- Margin Lending Facility / Standard Margin Lending Facility