David Kerr Financial Planner Report

Name:
David Lewis Denham Kerr

Rep Number:
000414267

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-07-20 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
International Institute of Technology
Advanced Diploma of Financial Planning
Securities Institute
Diploma in Financial Markets
International Institute of Technology
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
Foundation Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)