Terrance Kays Financial Planner Report

Name:
Terrance Leslie Kays

Rep Number:
000226944

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2016-01-22 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed 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

Qualifications
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

Memberships
Financial Planning Association of Australia (FPA)