Kerry Albert Financial Planner Report

Name:
Kerry Albert

Rep Number:
000232333

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

May advise on following product areas:
Non-basic Deposit Products
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
University of New England
Bachelor of Financial Administration
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Financial Planning Association (FPA) - Certified Financial Planner