Kim Zerner Financial Planner Report

Name:
Kim Lesley Ann Zerner

Rep Number:
001246355

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-10 onwards

Location:
Milton, , QLD, 0

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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 Southern Queensland
Bachelor of Business
Kaplan
Diploma of Financial Services (Financial Planning)

Memberships
CPA Australia (CPA)