Kirri Preo – Financial Adviser

Adviser identifying number: 1255167
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
Licence number: 237857
Licensee’s ABN: 13085335397
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINIA FINANCIAL ADVISERS LIMITED
Authorised Representative identifying number: 000237857
Authorised Representative’s ABN: 13085335397

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 of International Finance – Griffith
  • Diploma of Financial Services (Financial Planning) – PS146 Training Australia

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Kirri Preo 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