Matthew Kerrish – Financial Adviser

Adviser identifying number: 1001729
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: LJFD PTY LTD
Licence number: 438458
Licensee’s ABN: 66161715304
Licence controlled by: HEARD FINANCIAL PTY LTD

The date the Financial Adviser commenced the appointment: 11/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LJFD PTY LTD
Authorised Representative identifying number: 438458
Authorised Representative’s ABN: 66161715304

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:

  • Grad Cert in Management – Adelaide University School of Business
  • Grad Dip Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

Matthew Kerrish is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services