Terrance Kays Financial Planner Report
Name:
Terrance Leslie Kays
Disciplinary action:
No action
Most Recent Role:
2016-01-22 onwards
Name:
Number:
000254544
ABN:
17 005 482 726
Controlled By:
Name:
Terree Pty. Ltd.
Licence Number:
000428529
ABN:
24 128 673 692
May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation
Kaplan Professional Education
Accredited Listed Product Adviser Program
Victoria University
Associate Diploma of Business (Accounting)
FPA
Certified Financial Planner - CFP
SMSF Association
SMSF Specialist Advisor Accreditation
Financial Planning Association of Australia (FPA)