Jan Kerridge Financial Planner Report

Name:
Jan Kerridge

Rep Number:
000234861

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2008-02-13 onwards

Location:
Woonona, South Coast, NSW, 2517

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association (FPA)
Diploma of Financial Planning
Association of Superannuation Funds of Australia Ltd (ASFA)
Diploma of Superannuation Management

Memberships
CFP - Certified Financial Planner (FPA)