Kerrie Jayne Bampton
Financial Adviser in Annerley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260311
- Location
- Annerley QLD 4103
- Licensee
- Financial Design Group Pty Ltd (AFSL 532369)
- Authorised since
- 20 January 2025
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2004); Self Managed Superannuation Funds Adviser Course, Tribeca (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); ASX Accredited Listed Products Adviser, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerrie Jayne Bampton
Kerrie Jayne Bampton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Annerley, Queensland (adviser number 000260311).
Kerrie provides advice as an authorised representative of Financial Design Group Pty Ltd, which holds Australian financial services licence 532369. The current authorisation started on 20 January 2025.
The register records 2004 as the year Kerrie first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec, 2004), Self Managed Superannuation Funds Adviser Course (Tribeca, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kerrie Jayne Bampton a registered financial adviser?
Yes. Kerrie Jayne Bampton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260311.
Which licensee does Kerrie Jayne Bampton work under?
Financial Design Group Pty Ltd, Australian financial services licence 532369.
What can Kerrie Jayne Bampton 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.