Kerrie-Lee Lord
Financial Adviser in Sutherland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006460
- Location
- Sutherland NSW 2232
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 16 March 2023
- First provided advice
- 1997
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (FAAA) (1999); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2000); Margin Lending and Geared Investments, Kaplan Professional (2011); Accredited Aged Care Professional, Aged Care Steps (2023); FAAA Aged Care Specialist, Financial Advice Association Australia (FAAA) (2023); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerrie-Lee Lord
On the Financial Advisers Register kept by ASIC, Kerrie-Lee Lord appears as a current financial adviser in Sutherland, New South Wales, adviser number 001006460.
Kerrie-Lee provides advice as an authorised representative of PSK Advisory Services Pty Ltd, which holds Australian financial services licence 234656. The current authorisation started on 16 March 2023.
According to the register, Kerrie-Lee first provided financial advice in 1997. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited (FAAA), 1999), Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 2000) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Kerrie-Lee is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Kerrie-Lee Lord a registered financial adviser?
Yes. Kerrie-Lee Lord is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006460.
Which licensee does Kerrie-Lee Lord work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Kerrie-Lee Lord 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."