James Peter Kerr
Financial Adviser in Echuca, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264139
- Location
- Echuca VIC 3564
- Licensee
- Vivid Financial Planning Pty Ltd (AFSL 478937)
- Authorised since
- 29 June 2023
- First provided advice
- 1982
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (Aust) Pty Ltd (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About James Peter Kerr
James Peter Kerr is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Echuca, Victoria (adviser number 000264139).
James provides advice as an authorised representative of Vivid Financial Planning Pty Ltd, which holds Australian financial services licence 478937. That authorisation dates from 29 June 2023.
According to the register, James first provided financial advice in 1982. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec (Aust) Pty Ltd, 2003). James is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Peter Kerr a registered financial adviser?
Yes. James Peter Kerr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264139.
Which licensee does James Peter Kerr work under?
Vivid Financial Planning Pty Ltd, Australian financial services licence 478937.
What can James Peter Kerr give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.