Simone Elizabeth Kerr – Financial Adviser
Adviser identifying number: 305135
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: FLINDERS FINANCIAL SERVICES PTY LTD
Licence number: 231155
Licensee’s ABN: 91009269489
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/08/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FLINDERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231155
Authorised Representative’s ABN: 91009269489
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 – Murdoch University
- Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Simone Elizabeth 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