Kerry Ang
Financial Adviser in West Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000420984
- Location
- West Melbourne VIC 3003
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 13 February 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Business, Monash University (2002); Graduate Diploma of Financial Planning, Financial Institute of Australasia (2006); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Kerry Ang
Kerry Ang is a financial adviser in West Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000420984.
Kerry provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 13 February 2020.
The register records 2012 as the year Kerry first provided financial advice. Qualifications and training on file include Bachelor of Business (Monash University, 2002), Graduate Diploma of Financial Planning (Financial Institute of Australasia, 2006) and Ethics and Professionalism in Financial Advice (Kaplan, 2019). Kerry 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Kerry Ang a registered financial adviser?
Yes. Kerry Ang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420984.
Which licensee does Kerry Ang work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Kerry Ang 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."