Simon Andrew Kerr – Financial Adviser

Adviser identifying number: 342290
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: ADVICE PROFESSIONALS PTY LTD
Licence number: 413272
Licensee’s ABN: 95153749154
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: O’DONNELL KERR PTY LTD
Authorised Representative identifying number: 342289
Authorised Representative’s ABN: 79139225782

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 Commerce (Financial Planning) – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon Andrew Kerr 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