HomeFinancial AdvisersKerry Sourasis – Financial Adviser

Kerry Sourasis – Financial Adviser

Adviser identifying number: 230629
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/07/2003
The date the Financial Adviser ceased the appointment: 16/04/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

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:

    PinLinkedInGoogle+StumbleUpon

    Related Posts