Joel Michael Kerin
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256829
- Location
- South Perth WA 6151
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 22 February 2021
- First provided advice
- 2017
- Qualifications
- Advanced Diploma Financial Planning, Kaplan Education Pty Ltd (2017); Diploma Financial Planning, Kaplan Education Pty Ltd (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2019); Teir 1 Margin Lending, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2020); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Michael Kerin
On the Financial Advisers Register kept by ASIC, Joel Michael Kerin appears as a current financial adviser in South Perth, Western Australia, adviser number 001256829.
The licensee Joel advises under is Sentry Advice Pty Ltd (AFS licence 227748). That authorisation dates from 22 February 2021.
According to the register, Joel first provided financial advice in 2017. The qualifications listed for Joel include Advanced Diploma Financial Planning (Kaplan Education Pty Ltd, 2017), Diploma Financial Planning (Kaplan Education Pty Ltd, 2017) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2019).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joel Michael Kerin a registered financial adviser?
Yes. Joel Michael Kerin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256829.
Which licensee does Joel Michael Kerin work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Joel Michael Kerin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.