Terrance Leslie Kays – Financial Adviser

Adviser identifying number: 226944
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TERREE PTY. LTD.
Authorised Representative identifying number: 428529
Authorised Representative’s ABN: 24128673692

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:

• Accredited Listed Product Adviser Program – Kaplan Professional Education
• Associate Diploma of Business (Accounting) – Victoria University
• Certified Financial Planner – CFP – FPA
• SMSF Specialist Advisor Accreditation – SMSF Association

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

Terrance Leslie Kays is authorised to provide advices on following 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