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